Plan Snapshot
- Plan Sponsor: Valley Mortgage Investments, INC.
- Sponsor EIN: 271342570
- Sponsor Address: 5151 N. PALM AVE. SUITE920, FRESNO, CA, 93704
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $3.7M | $56,485 | $33,783 |
| 2024 | 6 | $3.3M | $83,109 | $37,725 |
| 2023 | 6 | $2.8M | $81,554 | $24,020 |
| 2022 | 6 | $2.4M | $73,358 | $24,360 |