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VALLEY OAKS INSURANCE AGENCY, INC.

EIN 68-0109600-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
9
1508 EUREKA ROAD, SUITE 170 - ROSEVILLE, CA 95661916-960-1400valleyoaks.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$1.3M - 9 part

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Retirement#001

VALLEY OAKS INSURANCE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY OAKS INSURANCE 401(K) PROFIT SHARING PLAN & TRUST401k$1.3M92025
Retirement plans
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