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Sponsor portfolioTH

VALLEY AREA AGENCY ON AGING

EIN 38-2121108-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
93
225 E 5TH ST STE 200 - FLINT, MI 485021641810-239-7671valleyaaa.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$2.5M - 87 part#001401k-$822K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 93 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • AGENCY ON AGING (#002)76%
  • AGENCY ON AGING (#001)24%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGENCY ON AGING (#002)87
  • AGENCY ON AGING (#001)6
Total 93Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY AREA AGENCY ON AGING

401k

Assets$2.5M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY AREA AGENCY ON AGING

401k

Assets$822K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY AREA AGENCY ON AGING401k$2.5M872025
001403(B) THRIFT PLAN FOR EMPLOYEES OF VALLEY AREA AGENCY ON AGING401k$822K62025
Retirement plans
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