Assets by plan
Share of aggregate retirement assets
Filings through .
The Valley Foundation
EIN 23-7352886Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$10.6M assets
Health & Benefits
0
Participants
89
301 GOVERNORS DR. SW, SUITE 313F - HUNTSVILLE, AL 35801256-539-7757
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 89 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$8.0M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)
403(b)
Assets$2.6M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $8.0M | 48 | 2025 |
| #002 | THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN) | 403(b) | $2.6M | 41 | 2025 |
- #001 · 403(b) · 202548
- #002 · 403(b) · 202541
Retirement plans