How big is Bear Valley Financial, LLC's plan?

Bear Valley Financial, LLC's plan reported $1.1M in assets and 2 participants for 2025.

Original filing (PDF)20260216102849NAL0004516065001

Bear Valley Financial, LLC

Name: Bear Valley Financial, LLC — Bear Valley Financial, Form 5500 (2025)
Creator: Bear Valley Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear Valley Financial, LLC 401(k) Plan

401(k) retirement plan · Bear Valley Financial, LLC's Bear Valley Financial, LLC 401(k) Plan held $1.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Bear Valley Financial, LLC's EIN is 85-1679215.

EIN 85-1679215

Plan number 001

Plan year 2025

ACK ID 20260216102849NAL0004516065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bear Valley Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bear Valley Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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