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Filings through Oct 24, 2026.

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California's Valued Trust

EIN 77-6009955-insurance-Latest filing 2025
Plans
1
Retirement
1
$11.3M assets
Welfare
0
Participants
53
520 EAST HERNDON AVENUE - FRESNO, CA 93720559-437-2960cvtrust.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$11.3M - 53 part

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Retirement#001

CALIFORNIA'S VALUED TRUST 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$11.3M
Participants53
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA'S VALUED TRUST 401(K) AND PROFIT SHARING PLAN401(k)$11.3M532025
Retirement plans
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