Valmark Financial Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Valmark Financial Group, LLC
  • Sponsor EIN: 341924302
  • Sponsor Address: 130 SPRINGSIDE DRIVE, SUITE 110, AKRON, OH, 44333
  • Plan Type: 401(k)
  • Plan Number: 503
  • Total Participants: 165
  • Total Assets: $0

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.
2025165$0$0$0
2024134$0$0$0
2023134$0$0$0
2022126$0$0$0

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