Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE VALLEY FOUNDATION
EIN 23-7352886Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
95
301 GOVERNORS DR. SW, SUITE 313F - HUNTSVILLE, AL 35801256-539-7757
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 95 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$7.1M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN)
403b
Assets$2.4M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $7.1M | 51 | 2024 | |
| 002 | THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN) | 403b | $2.4M | 44 | 2024 |
Retirement plans