Original filing (PDF)20250729143013NAL0002943553004

UPPER VALLEY RETREAT & MEDICAL SPA

Name: UPPER VALLEY RETREAT & MEDICAL SPA — UPPER VALLEY RETREAT & MEDICAL SPA 401K PLAN, Form 5500 (2024)
Creator: UPPER VALLEY RETREAT & MEDICAL SPA

Form 5500-SF

FILING_RECEIVED

UPPER VALLEY RETREAT & MEDICAL SPA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY RETREAT & MEDICAL SPA.

Plan sponsor

Name

UPPER VALLEY RETREAT & MEDICAL SPA

EIN

83-2153983all filings

Address

135 EAST MAIN ST · RIGBY, ID · 83442

Phone

(208) 851-2266

Industry

Other Services (ex. Public Admin)see all

Plan administrator