DOL Form 5500 · JSON-LD · Markdown

VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN

Sponsored by VALEO FINANCIAL ADVISORS, LLC · EIN 030519130 · IN

Participants
172
Active
183
Retired/sep receiving
0
Beneficiaries
0

Pension benefits

2A2E2F2G2J2K2R2S2T3B3D 2A2E2F2G2J2K2R2S2T3B3D

Sponsor + Administrator

SponsorVALEO FINANCIAL ADVISORS, LLC
Sponsor EIN030519130
Address10 W. CARMEL DR, CARMEL, IN, 46032
Phone3172186000
Business code (NAICS)523900
Plan number001
Plan effective2004-01-01
Filed for year2024
FundingTrust

External sources

Source: DOL EBSA Form 5500 disclosure. Public domain.