401(k) retirement plan · Valley First Credit Union's Valley First Credit Union 401(k) Retirement Plan held $11.7M in plan assets for 163 participants in 2024.
Signals · 2
Late filing · 4.3 moNo auditor on file
Active participants
163
Accounts w/ balance
205
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
Plan health score
Average plan with room to improve
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
53
Total plan cost
n/a
Plan health
40
Vendor & structure
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 4.3 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY FIRST CREDIT UNION.
