How big is ADD Valorem, LLC's plan?

ADD Valorem, LLC's plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250311094720NAL0029268992001

ADD Valorem, LLC

Name: ADD Valorem, LLC — ADD Valorem, LLC 401(k) Plan, Form 5500 (2024)
Creator: ADD Valorem, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADD Valorem, LLC 401(k) Plan

401(k) retirement plan · ADD Valorem, LLC's ADD Valorem, LLC 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Donna Bornhofen signed ADD Valorem, LLC's 2024 Form 5500 as plan administrator.

Donna Bornhofen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ADD Valorem, LLC's EIN is 82-3483126.

EIN 82-3483126

Plan number 001

Plan year 2024

ACK ID 20250311094720NAL0029268992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADD Valorem, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADD Valorem, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score