True Value Company, L.L.C. Savings And Compensation Deferral Plan
Sponsored by True Value Company · EIN 362099896 · Plan #001
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 1,666
- With balances
- 2,785
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $140,381 |
| Dimeo Schneider | Investment advisory (plan) | $45,101 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $35,593 |
| Nelson Mullins Riley | Consulting (general), Legal | $12,262 |