P PlanScore

Stable plan record

VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN

Sponsored by VALEO FINANCIAL ADVISORS, LLC · EIN/PN 030519130-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$3,897
2023
$5,097
2024
$4,311
Plan-paid administrative expenses per participant
2022
$11
2023
-$28
2024
-$26
Active participants
2022
159
2023
151
2024
183
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251002121539NAL0000752528001183$4,311
202320240731072233NAL0014103043001151$5,097
202220230911085710NAL0012995203001159$3,897
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.