How big is Valuestreet Equity Partners LLC's plan?

Valuestreet Equity Partners LLC's plan reported $135K in assets and 2 participants for 2025.

Original filing (PDF)20260414220118NAL0024529922070

Valuestreet Equity Partners LLC

Name: Valuestreet Equity Partners LLC — Valuestreet Equity, Form 5500 (2025)
Creator: Valuestreet Equity Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valuestreet Equity Partners 401(k) Plan

401(k) retirement plan · Valuestreet Equity Partners LLC's Valuestreet Equity Partners 401(k) Plan held $135K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

Plan identifiers

Valuestreet Equity Partners LLC's EIN is 82-3318302.

EIN 82-3318302

Plan number 001

Plan year 2025

ACK ID 20260414220118NAL0024529922070

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valuestreet Equity Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valuestreet Equity Partners 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 VALUESTREET EQUITY PARTNERS LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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

Knocking points off