PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALVERDE SERVICES, LLC
Sponsor portfolio

VALVERDE SERVICES, LLC

EIN 83-2789579-Construction-Latest filing 2024
Plans
2
Retirement
2
$164 assets
Welfare
0
Participants
3
1051 S LYN RAE SQUARE - MESA, AZ 85204480-924-2655
Plans on this EIN
2 filings
#002CashBalance-$119 - 1 part#001401k-$45 - 2 part

Retirement portfolio analytics

2 plans aggregated / $164 assets / 3 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • VALVERDE SERVICES 401(K) (#001)27%
Total $164Click slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALVERDE SERVICES 401(K) (#001)2
  • CASH BALANCE PLAN (#002)1
Total 3Click 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

VALVERDE SERVICES CASH BALANCE PLAN

CashBalance

Assets$119
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALVERDE SERVICES 401(K) PLAN

401k

Assets$45
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALVERDE SERVICES CASH BALANCE PLANCashBalance$11912024
001VALVERDE SERVICES 401(K) PLAN401k$4522024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica