Robert N. Valentine, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert N. Valentine, INC.
  • Sponsor EIN: 680088760
  • Sponsor Address: 8350 MARINA GREENS WAY, SACRAMENTO, CA, 95826
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.8M$53,375$0
20233$1.7M$34,750$0
20223$1.7M$32,375$0

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