Assets by plan
Share of aggregate retirement assets
Filings through .
Toney Valuation Advisors, Inc.
EIN 99-0479632Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Health & Benefits
0
Participants
6
555 UNIVERSITY AVENUE, SUITE 220 - SACRAMENTO, CA 95825916-259-9555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TONEY VALUATION ADVISORS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TONEY VALUATION ADVISORS, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$793K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TONEY VALUATION ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $2.3M | 3 | 2025 |
| #002 | TONEY VALUATION ADVISORS, INC. CASH BALANCE PENSION PLAN | Cash balance | $793K | 3 | 2025 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20253
Retirement plans