Sponsor portfolio
WILLIAM E. VALENTI
EIN 82-4552138Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$712K assets
Welfare
0
Participants
2
4900 MEADOWS RD., STE 100 - LAKE OSWEGO, OR 97035503-697-4271
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM E. VALENTI PROFESSIONAL CORPORATION 401(K) PLAN | 401k | $712K | 2 | 2025 |
Retirement plans