Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALLEY BONDED WAREHOUSE, LLC
EIN 83-1757425Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
65
1309 BUSINESS PARK DR. STE A - MISSION, TX 78572956-581-6654
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 65 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#001
VALLEY BONDED WAREHOUSE, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$923K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALLEY BONDED WAREHOUSE, LLC PROFIT SHARING PLAN
401k
Assets$494K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY BONDED WAREHOUSE, LLC DEFINED BENEFIT PLAN | TraditionalDB | $923K | 29 | 2024 | |
| 002 | VALLEY BONDED WAREHOUSE, LLC PROFIT SHARING PLAN | 401k | $494K | 36 | 2024 |
Retirement plans