How big is Valor Private Wealth LLC's plan?

Valor Private Wealth LLC's plan reported $1K in assets and 5 participants for 2025.

Original filing (PDF)20260424084535NAL0012555906001

Valor Private Wealth LLC

Name: Valor Private Wealth LLC — Valor Private Wealth, LLC, Form 5500 (2025)
Creator: Valor Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valor Private Wealth, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Valor Private Wealth LLC's Valor Private Wealth, LLC 401(k) Profit Sharing Plan & Trust held $1K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Valor Private Wealth LLC's EIN is 82-2060750.

EIN 82-2060750

Plan number 001

Plan year 2025

ACK ID 20260424084535NAL0012555906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valor Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valor Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALOR PRIVATE WEALTH LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score