# Valley Mortgage Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valley-mortgage-investments-inc-401k-plan

> Valley Mortgage Investments, INC.'s 401(k) plan: 8 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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