Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALIANT MANAGEMENT, LLC
EIN 20-4853723logistics and supply chainLatest filing 2025
Plans
3
Retirement
2
$9.1M assets
Welfare
1
$556K premiums
Participants
744
122 CITIZENS BLVD - SIMPSONVILLE, KY 40067502-633-1268LinkedIn11-50 employeeslogistics and supply chain
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 534 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $556K premiums / 298 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$339K
- Dental$218K
- Vision$218K
- Life$218K
- Short-term disability$218K
- Long-term disability$218K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- US FIRE INSURANCE COMPANY61%
- PRINCIPAL LIFE INSURANCE COMPANY39%
Broker market share
Schedule A broker compensation
58%top
- US FIRE INSURANCE COMPANY58%
- BENJAMIN BYRNE28%
- CENTRO BENEFITS RESEARCH LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN
401k
Assets$7.1M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AUTOMOTIVE TRANSPORT UNION PLAN
401k
Assets$2.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALIANT MANAGEMENT & HOLDINGS, LLC WELFARE BENEFIT PLAN
Fully Insured - US FIRE
Premiums$556K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN | 401k | $7.1M | 472 | 2024 | |
| 002 | AUTOMOTIVE TRANSPORT UNION PLAN | 401k | $2.0M | 62 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALIANT MANAGEMENT & HOLDINGS, LLC WELFARE BENEFIT PLAN | Fully Insured | US FIRE | $556K | 298 | 2025 |
Retirement plans
Welfare plans