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Original filing (PDF)20251009165615NAL0011417648001
VALENCE ELECTRON, INC.
Form 5500
FILING_RECEIVED
VALENCE ELECTRON 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
165
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2050 Fund Vanguard 0" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALENCE ELECTRON, INC..
Plan sponsor
Name
VALENCE ELECTRON, INC.
EIN
93-4777642
Address
440 N BARRANCA AVE #5028 · COVINA, CA · 91723
Phone
(828) 557-3073
Industry
Admin Support & Waste Mgmtsee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $8K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
13 direct securities· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $676K | 28.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $555K | 23.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $346K | 14.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $335K | 14.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $170K | 7.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $146K | 6.2% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $91K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $35K | 1.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $7K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 846 JPMorgan U.S. Value R6 JPMorgan 0 | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $1K | <0.1% |
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