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Company Name: | VALEO FINANCIAL ADVISORS, LLC |
Employer identification number (EIN): | 030519130 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
Date | Description |
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2023-04-24 | 030519130 Change of plan name detected from VALEO FINANCIAL ADVISORS BASIC LIFE/AD&D PLAN to AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS for plan ID 502 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | 2011-01-01 | 2004-01-01 |
502 | AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS | 2021-01-01 | 2021-01-01 |