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  2. Values First Advisors, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Values First Advisors, Inc.

EIN 27-0392191-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$895K assets
Welfare
0
Participants
12
203 FORT WADE RD., STE 105 - PONTE VERDRA, FL 32081904-930-4662
Plans on this EIN
1 filing
#001401(k)-$895K - 12 part

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Retirement#001

VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST()

401(k)

Assets$895K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST()401(k)$895K122025
Retirement plans
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