Original filing (PDF)20250720190441NAL0000594032001

VALERA CONSULTING GROUP LLC

Name: VALERA CONSULTING GROUP LLC — VALERA CONSULTING GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: VALERA CONSULTING GROUP LLC

Form 5500-SF

FILING_RECEIVED

VALERA CONSULTING GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

VALERA CONSULTING GROUP LLC

EIN

84-3290444

Address

1455 OCEAN DR · APT 1205 · MIAMI BEACH, FL · 33139

Phone

(305) 926-8739

Industry

Professional & Technical Servicessee all

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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THE WICK LLC

WICK 401(K) PLAN

$60K

ENVIRONMENT & ARCHAEOLOGY LLC

ENVIRONMENT & ARCHAEOLOGY LLC CBS BENEFIT PLAN

$60K · 11 participants

NEW ENGLAND CODE CONSULTING LLC

NEW ENGLAND CODE CONSULTING LLC 401(K) PLAN

$60K · 4 participants

MOVING FORWARD MANAGEMENT LLC

MOVING FORWARD MANAGEMENT LLC 401K

$60K · 13 participants

APPVISE, INC.

APPVISE, INC. 401K PLAN

$60K · 6 participants