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Filings through Oct 24, 2026.

Sponsor portfolio

Value Wealth Services

EIN 03-0540423-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$183K assets
Welfare
0
Participants
4
2444 SOLOMONS ISLAND RD STE 212 - ANNAPOLIS, MD 214013723410-286-9230
Plans on this EIN
1 filing
#001401(k)-$183K - 4 part

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Retirement#001

VALUE WEALTH SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$183K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUE WEALTH SERVICES 401(K) PROFIT SHARING PLAN & TRUST401(k)$183K42025
Retirement plans
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