How big is Vallis Advisors' plan?

Vallis Advisors' plan reported $1.3M in assets and 9 participants for 2023.

Original filing (PDF)20240808135257NAL0010840786001

Vallis Advisors

Name: Vallis Advisors — Vallis Advisors 401(k) Plan, Form 5500 (2023)
Creator: Vallis Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vallis Advisors 401(k) Plan

401(k) retirement plan · Vallis Advisors' Vallis Advisors 401(k) Plan held $1.3M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jamie M Grupe signed Vallis Advisors' 2023 Form 5500 as plan administrator.

Jamie M Grupe — 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

Vallis Advisors' EIN is 87-2798474.

EIN 87-2798474

Plan number 001

Plan year 2023

ACK ID 20240808135257NAL0010840786001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vallis Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vallis Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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