How big is Small Town Values LLC's plan?

Small Town Values LLC's plan reported $439K in assets and 28 participants for 2024.

Original filing (PDF)20250730074206NAL0002154707001

Small Town Values LLC

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

Form 5500-SF

FILING_RECEIVED

Small Town Values LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Small Town Values LLC's Small Town Values LLC 401(k) Profit Sharing Plan & Trust held $439K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

People on this filing

Edward Rojas signed Small Town Values LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Small Town Values LLC's EIN is 84-1888502.

EIN 84-1888502

Plan number 001

Plan year 2024

ACK ID 20250730074206NAL0002154707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Small Town Values LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMALL TOWN VALUES 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