Original filing (PDF)20241224081435NAL0016841488001

VALERIE FREDERICKSON & COMPANY

Name: VALERIE FREDERICKSON & COMPANY — VF & CO. PROFIT SHARING/401(K) PLAN, Form 5500 (2023)
Creator: VALERIE FREDERICKSON & COMPANY

Form 5500-SF

FILING_RECEIVED

VF & CO. PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 VALERIE FREDERICKSON & COMPANY.

Plan sponsor

Name

VALERIE FREDERICKSON & COMPANY

EIN

94-3344291

Address

356 SANTA MONICA AVENUE · MENLO PARK, CA · 94025

Phone

(650) 614-0220

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-12-20

Filed

2024-12-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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