Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
VAL-CHRIS INVESTMENTS, INC.
EIN 95-3206305real estateLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
43
2601 MAIN STREET, SUITE 400 - IRVINE, CA 92614949-252-8020val-chris.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 43 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#002
VAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
VAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VAL-CHRIS INVESTMENTS, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 20 | 2025 | |
| 001 | VAL-CHRIS INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.3M | 23 | 2025 |
Retirement plans