Valuestreet Equity Partners LLC at 2720 5th Ave STE G, San Diego, Ca 92103 lists James Moran of San Diego, CA as the associate.
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James Moran
Individual Agent
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2720 5TH AVE STE G, SAN DIEGO, CA 92103
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James Moran
Manager
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2720 5TH AVE STE G, SAN DIEGO, CA 92103
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2720 5TH AVE STE G, SAN DIEGO, CA 92103
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameVALUESTREET EQUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$83,855 / $101,361 | 2023 | VALUESTREET EQUITY PARTNERS 401(K) PLAN - Plan #001 | 4 / 4 | $83,855 / $101,361 |
| 2022 | Plan NameVALUESTREET EQUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$76,096 / $83,855 | 2022 | VALUESTREET EQUITY PARTNERS 401(K) PLAN - Plan #001 | 3 / 4 | $76,096 / $83,855 |
| 2021 | Plan NameVALUESTREET EQUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$46,670 / $76,096 | 2021 | VALUESTREET EQUITY PARTNERS 401(K) PLAN - Plan #001 | 3 / 3 | $46,670 / $76,096 |
| 2020 | Plan NameVALUESTREET EQUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$16,693 / $46,670 | 2020 | VALUESTREET EQUITY PARTNERS 401(K) PLAN - Plan #001 | 3 / 3 | $16,693 / $46,670 |
| 2019 | Plan NameVALUESTREET EQUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $16,693 | 2019 | VALUESTREET EQUITY PARTNERS 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $16,693 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor