OpenERISA

Valeo Financial Advisors LLC

Carmel, IN, 46032

EIN 03-0519130
Plans
3
Total participants
1,186
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in IndianaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Valeo Financial Advisors, LLC Retirement Plan183
2024Form 5500502Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits0
2024Form 5500503Healthjoy0
2023Form 5500001Valeo Financial Advisors, LLC Retirement Plan151
2023Form 5500502Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits160
2022Form 5500001Valeo Financial Advisors, LLC Retirement Plan159
2022Form 5500502Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits156
2021Form 5500001Valeo Financial Advisors, LLC Retirement Plan132
2021Form 5500502Valeo Financial Advisors Basic Life/Ad&D Plan148
2020Form 5500001Valeo Financial Advisors, LLC Retirement Plan97

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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