How big is Strong Valley Wealth & Pension, LLC's plan?

Strong Valley Wealth & Pension, LLC's plan reported $2.6M in assets and 9 participants for 2024.

Original filing (PDF)20251007130029NAL0004802705001

Strong Valley Wealth & Pension, LLC

Name: Strong Valley Wealth & Pension, LLC — SVWP 401(k), Form 5500 (2024)
Creator: Strong Valley Wealth & Pension, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SVWP 401(k) Plan

401(k) retirement plan · Strong Valley Wealth & Pension, LLC's SVWP 401(k) Plan held $2.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Strong Valley Wealth & Pension, LLC's EIN is 84-2381192.

EIN 84-2381192

Plan number 001

Plan year 2024

ACK ID 20251007130029NAL0004802705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strong Valley Wealth & Pension, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strong Valley Wealth & Pension, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRONG VALLEY WEALTH & PENSION, 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

Knocking points off