How big is Vallit Advisors,LLC's plan?

Vallit Advisors,LLC's plan reported $2.0M in assets and 18 participants for 2024.

Original filing (PDF)20250428153533NAL0012392305001

Vallit Advisors,LLC

Name: Vallit Advisors,LLC — Vallit Advisors, LLC 401(k), Form 5500 (2024)
Creator: Vallit Advisors,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vallit Advisors, LLC 401(k) Plan

401(k) retirement plan · Vallit Advisors,LLC's Vallit Advisors, LLC 401(k) Plan held $2.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kristopher Ryan Hallengren signed Vallit Advisors,LLC's 2024 Form 5500 as plan administrator.

Kristopher Ryan Hallengren — 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

Vallit Advisors,LLC's EIN is 83-2484551.

EIN 83-2484551

Plan number 001

Plan year 2024

ACK ID 20250428153533NAL0012392305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vallit Advisors,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vallit Advisors,LLC'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 VALLIT ADVISORS,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