Original filing (PDF)20260715065407NAL0003437362001

Valley Investment Planning

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

Form 5500-SF

FILING_RECEIVED

Valley Investment Planning 401(k) Plan

401(k) retirement plan · Valley Investment Planning's Valley Investment Planning 401(k) Plan held $52K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

VALLEY INVESTMENT PLANNING

EIN

85-4308387all filings

Address

7405 S BROADWAY · RED HOOK, NY · 12571

Phone

(845) 758-9149

Industry