Plan Snapshot
- Plan Sponsor: Valueworks LLC
- Sponsor EIN: 134193343
- Sponsor Address: 1 WORLD TRADE CENTER - 84G, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5
- Total Assets: $205,234
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $205,234 | $0 | $36,899 |
| 2024 | 5 | $839,791 | $28,764 | $34,986 |
| 2023 | 4 | $813,120 | $25,200 | $21,375 |
| 2022 | 4 | $1.5M | $17,925 | $12,000 |