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  2. Valley Wealth Management, Inc.

Filings through Oct 24, 2026.

Valley Wealth Management, Inc.

EIN 30-1256513-oil & energy-Latest filing 2025
Plans
1
Retirement
1
$760K assets
Health & Benefits
0
Participants
4
7461 N. 1ST STREET, SUITE 104 - FRESNO, CA 93720559-438-1163valleywatermanagement.orgLinkedIn11-50 employeesoil & energy
Plans on this EIN
1 filing
#001401(k)-$760K - 4 part

Plan summaries

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

Retirement#001

VALLEY WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$760K
Participants4
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 WEALTH MANAGEMENT 401(K) PLAN401(k)$760K42025
  • VALLEY WEALTH MANAGEMENT 401(K) PLAN$760K
    #001 · 401(k) · 20254
Retirement plans
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