Assets by plan
Share of aggregate retirement assets
Filings through .
Valenti-Held Contractor/Developer, Inc.
EIN 35-1457294constructionLatest filing 2025
Plans
2
Retirement
2
$67.9M assets
Health & Benefits
0
Participants
147
3961 PERRY BLVD. - WHITESTOWN, IN 46075317-769-6922valentiheld.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $67.9M assets / 147 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#002
VALENTI-HELD CONTRACTOR/DEVELOPER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$62.0M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
VALENTI-HELD CONTRACTOR/DEVELOPER, INC. SAVINGS PLAN
401(k)
Assets$5.9M
Participants79
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 |
|---|---|---|---|---|---|
| #002 | VALENTI-HELD CONTRACTOR/DEVELOPER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $62.0M | 68 | 2025 |
| #001 | VALENTI-HELD CONTRACTOR/DEVELOPER, INC. SAVINGS PLAN | 401(k) | $5.9M | 79 | 2025 |
- #002 · ESOP · 202568
- #001 · 401(k) · 202579
Retirement plans