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Sponsor portfolio

VALLEY ENT

EIN 87-0973873-medical practice-Latest filing 2024
Plans
2
Retirement
2
$608K assets
Welfare
0
Participants
24
1548 N. ROVA ST - VISALIA, CA 93291509-720-6659myvalleydental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001CashBalance-$486K - 10 part#002401k-$122K - 14 part

Retirement portfolio analytics

2 plans aggregated / $608K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#001)80%
  • VALLEY ENT 401(K) (#002)20%
Total $608KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALLEY ENT 401(K) (#002)14
  • CASH BALANCE PLAN (#001)10
Total 24Click 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#001

VALLEY ENT CASH BALANCE PLAN

CashBalance

Assets$486K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

VALLEY ENT 401(K) PLAN

401k

Assets$122K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY ENT CASH BALANCE PLANCashBalance$486K102024
002VALLEY ENT 401(K) PLAN401k$122K142024
Retirement plans
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