Value Line, Inc. Profit Sharing And Savings Plan
Sponsored by Value Line Inc · EIN 133139843 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.5M
- Active participants
- 112
- With balances
- 178
Plan year beginning 05/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $44,517 |
| Alliant Insurance Services Inc | Investment advisory (plan) | $25,000 |
| Horowitz & Ullmann Pc | Accounting | $24,666 |
| Value Line Inc Dba Value Line Publi | Other fees | $9,646 |
| Hilb Group Of Nj Dba New Agency Par | Other fees | -$3,000 |