Sponsor portfolio
VALLIS ADVISORS INC.
EIN 87-2798474Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
8
86 COULEE ROAD SUITE 100 - HUDSON, WI 54016715-386-4100
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 | VALLIS ADVISORS 401K PLAN | 401k | $1.7M | 8 | 2025 |
Retirement plans