Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALENTI-HELD CONTRACTOR/DEVELOPER, INC.
EIN 35-1457294constructionLatest filing 2024
Plans
2
Retirement
2
$25.7M assets
Welfare
0
Participants
158
3961 PERRY BLVD. - WHITESTOWN, IN 46075317-769-6922valentiheld.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.7M assets / 158 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#002
VALENTI-HELD CONTRACTOR/DEVELOPER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.7M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VALENTI-HELD CONTRACTOR/DEVELOPER, INC. SAVINGS PLAN
401k
Assets$5.0M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALENTI-HELD CONTRACTOR/DEVELOPER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.7M | 60 | 2024 | |
| 001 | VALENTI-HELD CONTRACTOR/DEVELOPER, INC. SAVINGS PLAN | 401k | $5.0M | 98 | 2024 |
Retirement plans