Value, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Value, INC.
  • Sponsor EIN: 752882807
  • Sponsor Address: 250 DECKER DRIVE, IRVING, TX, 75062
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $5.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$5.1M$42,759$111,033
202315$4.2M$49,124$143,631
202213$3.8M$39,181$101,166

Similar Plans