Automotive Transport Union Plan
Sponsored by Valiant Management, Llc · EIN 204853723 · Plan #002
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 36
- With balances
- 76
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 |
|---|---|---|
| Centerline Wealth Advisors, Llc CRD 164485 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Retirement Services Oh | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,959 |
| Centerline Wealth Advisors, Llc | Investment advisory (plan) | $4,754 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,967 |