VU TRAN signed Nuvalence, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nuvalence, LLC's EIN is 83-1582025.
Download the official 2023 Form 5500 (PDF) for Nuvalence, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nuvalence, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENBUSH FINANCIAL GROUP LLC | — | ALBANY, NY | INVESTMENT ADVISOR | $10K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| NUVALENCE LLC |
| — |
| TROY, NY |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIDE BY SIDE FINANCIALS, INC. | — | DULUTH, GA | CONTRACT ADMIN/OTHER | $11K | — |
