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  1. Companies/
  2. Valiant Management & Holdings
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Valiant Management & Holdings

EIN 20-4853723-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
2
$9.1M assets
Health & Benefits
1
$556K premiums
Participants
568
122 CITIZENS BLVD. - SIMPSONVILLE, KY 40067502-633-1268LinkedIn11-50 employeeslogistics and supply chain
Plans on this EIN
3 filings
#001401(k)-$7.1M - 296 part#002401(k)-$2.0M - 62 part#501Fully insured-$556K - 298 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 358 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#001)$7.1M
  • TRANSPORT UNION PLAN (#002)$2.0M
Total $9.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)296
  • TRANSPORT UNION PLAN (#002)62
Total 358Select a row to open it

Benefits portfolio analytics

1 plan / $556K premiums / 298 covered lives

Coverage 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
Total $556K6 rows
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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

AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN

401(k)

Assets$7.1M
Participants296
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AUTOMOTIVE TRANSPORT UNION PLAN

401(k)

Assets$2.0M
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VALIANT MANAGEMENT & HOLDINGS, LLC WELFARE BENEFIT PLAN

Fully insured - US FIRE

Premiums$556K
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN401(k)$7.1M2962025
#002AUTOMOTIVE TRANSPORT UNION PLAN401(k)$2.0M622025
  • AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN$7.1M
    #001 · 401(k) · 2025296
  • AUTOMOTIVE TRANSPORT UNION PLAN$2.0M
    #002 · 401(k) · 202562

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VALIANT MANAGEMENT & HOLDINGS, LLC WELFARE BENEFIT PLANFully insuredUS FIRE$556K2982025
  • VALIANT MANAGEMENT & HOLDINGS, LLC WELFARE BENEFIT PLAN$556K
    #501 · Fully insured · US FIRE · 2025298
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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