Valleystar Credit Union 401(k) Retirement Plan
Sponsored by Valleystar Credit Union · EIN 546040482 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 140
- With balances
- 180
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,513 |
| Flexpath Strategies Llc | Investment advisory (plan), Consulting fees | $7,060 |