Search public Form 5500 filings

Plans

• planValeo Financial Advisors, LLC Retirement PlanFinancial statementProvider compensation2023 filing
  $22.2Mreported assets (EOY)
  Sponsor: Valeo Financial Advisors, LLCEIN: 03-0519130Plan: 001Participants: 167Assets: $22,198,713Net assets: $22.2MAssets / participant: $132.9KLocation: Carmel, INLatest: 2023
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• planAd&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits2023 filing
  Sponsor: Valeo Financial Advisors LLCEIN: 03-0519130Plan: 502Participants: 156Assets: not reported in the loaded datasetLocation: Carmel, INLatest: 2023
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