How big is Valor Advisors LLC's plan?

Valor Advisors LLC's plan reported $443K in assets and 12 participants for 2024.

Original filing (PDF)20250605172817NAL0020468496001

Valor Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Valor Advisors

401(k) retirement plan · Valor Advisors LLC's Valor Advisors held $443K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

People on this filing

Nick Rice signed Valor Advisors LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Valor Advisors LLC's EIN is 84-4059545.

EIN 84-4059545

Plan number 001

Plan year 2024

ACK ID 20250605172817NAL0020468496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Valor Advisors 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 VALOR 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