# Vallejo Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vallejo-investments-inc-401k-plan

> Vallejo Investments, INC.&#39;s 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vallejo Investments, INC.

- **Sponsor EIN:** 943268977

- **Sponsor Address:** 101 MONTGOMERY STREET,, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 43

- **Total Assets:** $36.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|43|$36.3M|$316,184|$860,815|

| 2023|42|$33.5M|$310,070|$832,172|

| 2022|46|$27.2M|$303,182|$799,120|

## Similar Plans

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-037) — 28 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-034) — 26 participants

- [Kkr Accounting Services, LLC](https://planprovider.pro/companies/kkr-accounting-services-llc-401k-plan) — 23 participants

- [Qualified Services, INC.](https://planprovider.pro/companies/qualified-services-inc-plan) — 21 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-038) — 20 participants

- [Healthcare Cost Solutions, INC.](https://planprovider.pro/companies/healthcare-cost-solutions-inc-plan) — 68 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vallejo-investments-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
