Retirement Plan For The Employees Of Buffalo Valley, Inc.
Sponsored by Buffalo Valley, Inc. · EIN 581374964 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 155
- With balances
- 198
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $59,157 |
| Rpa Financial Llc | Investment advisory (plan) | $7,433 |
| Access Retirement Services, Llc | Other services | $2,200 |