PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALUECORE MENTAL HEALTH, LLC
Sponsor portfolio

VALUECORE MENTAL HEALTH, LLC

EIN 88-1178884-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
26
409 NW 2ND AVENUE, SUITE B - CANBY, OR 97013503-389-1500valuecoremh.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.7M - 15 part#002CashBalance-$978K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • MENTAL HEALTH 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MENTAL HEALTH 401(K) (#001)15
  • CASH BALANCE PLAN (#002)11
Total 26Click 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

VALUECORE MENTAL HEALTH 401(K) PLAN

401k

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALUECORE MENTAL HEALTH CASH BALANCE PLAN

CashBalance

Assets$978K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALUECORE MENTAL HEALTH 401(K) PLAN401k$1.7M152024
002VALUECORE MENTAL HEALTH CASH BALANCE PLANCashBalance$978K112025
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