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  1. Companies/
  2. Valpey Financial Services, LLC

Filings through Oct 24, 2026.

Valpey Financial Services, LLC

EIN 27-2446226-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Health & Benefits
0
Participants
5
100 NORTH MAIN STREET SUITE 500 - CONCORD, NH 03301603-856-7945LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$1.9M - 5 part

Plan summaries

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

Retirement#001

VALPEY FINANCIAL SERVICES, LLC 401(K) PLAN

401(k)

Assets$1.9M
Participants5
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
#001VALPEY FINANCIAL SERVICES, LLC 401(K) PLAN401(k)$1.9M52025
  • VALPEY FINANCIAL SERVICES, LLC 401(K) PLAN$1.9M
    #001 · 401(k) · 20255
Retirement plans
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