How big is William E. Valenti's plan?

William E. Valenti's plan reported $542K in assets and 2 participants for 2024.

Original filing (PDF)20250513095012NAL0011908019001

William E. Valenti

Name: William E. Valenti — William E. Valenti Professional, Form 5500 (2024)
Creator: William E. Valenti
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E. Valenti Professional Corporation 401(k) Plan

401(k) retirement plan · William E. Valenti's William E. Valenti Professional Corporation 401(k) Plan held $542K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

William E Valenti signed William E. Valenti's 2024 Form 5500 as plan administrator.

William E Valenti — 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

William E. Valenti's EIN is 82-4552138.

EIN 82-4552138

Plan number 001

Plan year 2024

ACK ID 20250513095012NAL0011908019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William E. Valenti from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William E. Valenti's plan includes profit-sharing, 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