Original filing (PDF)20250613131830NAL0028739056001

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER

Name: AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER — AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER

Form 5500-SF

FILING_RECEIVED

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER.

Plan sponsor

Name

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER

EIN

91-1792774

Address

601 UNIVERSITY AVENUE SUITE 127 · SACRAMENTO, CA · 95825

Phone

(916) 920-5669

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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