How big is Cowan & Valerio, PLLC's plan?

Cowan & Valerio, PLLC's plan reported $280K in assets and 6 participants for 2024.

Original filing (PDF)20250701145428NAL0030864898001

Cowan & Valerio, PLLC

Name: Cowan & Valerio, PLLC — Cowan & Valerio 401(k) Plan, Form 5500 (2024)
Creator: Cowan & Valerio, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cowan & Valerio 401(k) Plan

401(k) retirement plan · Cowan & Valerio, PLLC's Cowan & Valerio 401(k) Plan held $280K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

Joseph Valerio II signed Cowan & Valerio, PLLC's 2024 Form 5500 as plan administrator.

Joseph Valerio II — 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

Cowan & Valerio, PLLC's EIN is 83-1474170.

EIN 83-1474170

Plan number 001

Plan year 2024

ACK ID 20250701145428NAL0030864898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cowan & Valerio, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cowan & Valerio, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COWAN & VALERIO, PLLC.

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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