How big is Valorem Financial LLC's plan?

Valorem Financial LLC's plan reported $2.5M in assets and 7 participants for 2025.

Original filing (PDF)20260311140433NAL0005420355001

Valorem Financial LLC

Name: Valorem Financial LLC — Valorem Financial, LLC, Form 5500 (2025)
Creator: Valorem Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valorem Financial, LLC 401(k) Plan

401(k) retirement plan · Valorem Financial LLC's Valorem Financial, LLC 401(k) Plan held $2.5M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Valorem Financial LLC's EIN is 83-2281850.

EIN 83-2281850

Plan number 001

Plan year 2025

ACK ID 20260311140433NAL0005420355001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valorem Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALOREM FINANCIAL LLC.

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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