Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALLEY IMPROVEMENT COMPANY
EIN 95-1857052Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
20
PO BOX 5670 - SANTA BARBARA, CA 93150805-969-3711
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
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 IMPROVEMENT COMPANY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VALLEY IMPROVEMENT COMPANY 401K SAVINGS PLAN
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY IMPROVEMENT COMPANY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.3M | 10 | 2025 | |
| 002 | VALLEY IMPROVEMENT COMPANY 401K SAVINGS PLAN | 401k | $2.4M | 10 | 2025 |
Retirement plans