Sponsor portfolio
VALLEY INVESTMENT PLANNING
EIN 85-4308387Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$52K assets
Welfare
0
Participants
2
7405 S BROADWAY - RED HOOK, NY 12571845-758-9149
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 | VALLEY INVESTMENT PLANNING 401(K) PLAN | 401k | $52K | 2 | 2025 |
Retirement plans