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  2. Valley Financial Group, Inc.

Filings through Oct 24, 2026.

Valley Financial Group, Inc.

EIN 23-3048301-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$274K assets
Health & Benefits
0
Participants
6
311 LINDENWOLD AVE - AMBLER, PA 19002215-947-9190
Plans on this EIN
1 filing
#001401(k)-$274K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VALLEY FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$274K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VALLEY FINANCIAL GROUP 401(K) PLAN401(k)$274K62025
  • VALLEY FINANCIAL GROUP 401(K) PLAN$274K
    #001 · 401(k) · 20256
Retirement plans
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