Assets by plan
Share of aggregate retirement assets
Filings through .
Valley Ent, P.C.
EIN 20-4011284medical practiceLatest filing 2025
Plans
3
Retirement
2
$62.0M assets
Health & Benefits
1
$1.9M premiums
Participants
634
9097 E. DESERT COVE AVE.,, STE. 200 - SCOTTSDALE, AZ 85260480-614-5406azvent.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $62.0M assets / 437 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$34.5M
- (Not disclosed)$27.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 268 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Life$319K
- Other$319K
- Short-term disability$314K
- Long-term disability$314K
- Dental$123K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALLEY ENT, P. C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$34.5M
Participants317
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
VALLEY ENT, P.C. DEFINED BENEFIT PLAN
Cash balance
Assets$27.5M
Participants120
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VALLEY ENT, PC WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives268
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALLEY ENT, P. C. 401(K) PROFIT SHARING PLAN | 401(k) | $34.5M | 317 | 2025 |
| #003 | VALLEY ENT, P.C. DEFINED BENEFIT PLAN | Cash balance | $27.5M | 120 | 2025 |
- #001 · 401(k) · 2025317
- #003 · Cash balance · 2025120
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VALLEY ENT, PC WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.9M | 268 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025268
Retirement plans
Health & Benefits plans