· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VALUECORE MENTAL HEALTH, LLC — VALUECORE MENTAL HEALTH 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250804172401NAL0001554992001
VALUECORE MENTAL HEALTH, LLC
Form 5500-SF
FILING_RECEIVED
VALUECORE MENTAL HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VALUECORE MENTAL HEALTH, LLC
.
Find decision makers
Plan sponsor
Name
VALUECORE MENTAL HEALTH, LLC
EIN
88-1178884
Address
409 NW 2ND AVENUE, SUITE B · CANBY, OR · 97013
Phone
(503) 389-1500
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CITRUS INFECTIOUS DISEASE, LLC
CITRUS INFECTIOUS DISEASE, LLC CASH BALANCE PLAN & TRUST
$1.7M · 3 participants
ECCARIUS EYE CLINIC
ECCARIUS EYE CLINIC 401(K) P/S PLAN
$1.7M · 2 participants
BRIAN L. NGUYEN, MD INC.
BRIAN L. NGUYEN, MD INC. DEFINED BENEFIT PENSION PLAN
$1.7M · 10 participants
OSVALDO BRUSCO, MD PA
OSVALDO BRUSCO, MD PA 401(K) PLAN
$1.7M · 6 participants
AJMAL DENTAL CARE
AJMAL DENTAL CARE RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 4 participants
TEXAS MOHS SURGERY AND SKIN CANCER CENTER, PLLC
MOHS SURGERY, PLLC 401(K) PLAN
$1.7M · 9 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
