How big is Valon Technologies, Inc.'s plan?

Valon Technologies, Inc.'s plan reported $9.0M in assets and 430 participants for 2024.

Original filing (PDF)20251015083759NAL0005695664001

Valon Technologies, Inc.

Name: Valon Technologies, Inc. — Valon Technologies, Inc., Form 5500 (2024)
Creator: Valon Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valon Technologies, Inc. Retirement Trust

Defined-contribution retirement plan · Valon Technologies, Inc.'s Valon Technologies, Inc. Retirement Trust held $9.0M in plan assets for 430 participants in 2024, with Decimal, Inc. DBA Ubiquity as recordkeeper.

Signals · 2

Late participant contributions48% in single holding

Active participants

430

Accounts w/ balance

280

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

People on this filing

HAN HE signed Valon Technologies, Inc.'s 2024 Form 5500 as plan administrator.

HAN HE — 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

Valon Technologies, Inc.'s EIN is 84-2070751.

EIN 84-2070751

Plan number 001

Plan year 2024

ACK ID 20251015083759NAL0005695664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valon Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valon Technologies, Inc.'s plan includes profit-sharing, 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 VALON TECHNOLOGIES, INC..

Finding similar companies…

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

VALON TECHNOLOGIES, INC.

EIN

all filings

Address

860 BROADWAY, 4TH FLOOR · NEW YORK, NY · 10003

Phone

(646) 397-8098

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2I · Stock bonus

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
DECIMAL, INC. DBA UBIQUITY	—	SAN FRANCISCO, CA	RECORDKEEPER	$15K	—
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Investments

23 direct securities· $8.4M(94% of reported assets)

Mutual Funds

$7.8M

19 holdings

Common Collective Trusts

$493K

2 holdings

Common Stocks

$59K

1 holding

Other securities

$24K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom Index 2060 Institutional Premium -	Mutual Funds	—	—	$4.0M	44.8%
Fidelity Investments Fidelity Freedom Index 2055 Institutional Premium -	Mutual Funds	—	—	$1.7M	18.8%
Fidelity Investments Fidelity Freedom Index 2040 Institutional Premium -	Mutual Funds	—	—	$650K	7.2%
Fidelity Investments Fidelity Freedom Index 2065 Institutional Premium -	Mutual Funds	—	—	$468K	5.2%
Fidelity Investments Fidelity Freedom Index 2050 Institutional Premium -	Mutual Funds	—	—	$385K	4.3%
Fidelity Investments Fidelity Total Market Index -	Common Collective Trusts	—	—	$331K	3.7%
Fidelity Investments Fidelity Freedom Index 2045 Institutional Premium -	Mutual Funds	—	—	$217K	2.4%
Fidelity Investments Fidelity 500 Index -	Common Collective Trusts	—	—	$162K	1.8%
Fidelity Investments Fidelity Large Cap Growth Index -	Mutual Funds	—	—	$105K	1.2%
Fidelity Investments Fidelity Freedom Index 2035 Institutional Premium -	Mutual Funds	—	—	$62K	0.7%
Fidelity Investments Fidelity US Bond Index -	Mutual Funds	—	—	$61K	0.7%
Company of America * Notes receivable from Participant loans secured by the balances in the participants' -	Common Stocks	—	—	$59K	0.7%
Fidelity Investments Fidelity Total International Index -	Mutual Funds	—	—	$55K	0.6%
Fidelity Investments Fidelity Large Cap Value Index -	Mutual Funds	—	—	$44K	0.5%
Empower Annuity Insurance Empower Fixed Account - Series Class I -	Other securities	—	—	$24K	0.3%
Fidelity Investments Fidelity Emerging Markets Index -	Mutual Funds	—	—	$19K	0.2%
Fidelity Investments Fidelity International Bond Index -	Mutual Funds	—	—	$19K	0.2%
Fidelity Investments Fidelity Real Estate Index Institutional -	Mutual Funds	—	—	$14K	0.2%
Fidelity Investments Fidelity Small Cap Value Index -	Mutual Funds	—	—	$9K	<0.1%
Fidelity Investments Fidelity Mid Cap Growth Index -	Mutual Funds	—	—	$5K	<0.1%
Fidelity Investments Fidelity Mid Cap Value Index -	Mutual Funds	—	—	$4K	<0.1%
Fidelity Investments Fidelity Mid Cap Index -	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Small Cap Growth Index - 313 Fidelity Investments Fidelity Small Cap Index -	Mutual Funds	—	—	$2K	<0.1%