True Value Company Defined Lump Sum Pension Plan
Sponsored by True Value Company · EIN 362099896 · Plan #125
- Total assets
- $22.5M
- Net assets
- $22.4M
- Active participants
- 277
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services | Investment management, Direct payment from the plan, Investment management fees (direct) | $36,218 |
| Aon Consulting | Actuarial, Recordkeeping, Consulting (pension) | $35,086 |
| Rsm Us Llp | Direct payment from the plan | $27,563 |
| Fiducient Advisors (Formerly Dimeo) | Consulting (general), Investment advisory (plan), Direct payment from the plan | $10,000 |
| Nelson Mullins Riley & Scarborough | Legal, Direct payment from the plan | $4,320 |
| Principal Trust Company | Trustee (institutional), Direct payment from the plan | $459 |