Valluzzo Companies, Llc 401(k) Retirement Plan
Sponsored by Valluzzo Companies, Llc · EIN 383821140 · Plan #001 · Baton Rouge, LA
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 1,123
- With balances
- 728
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Principal Life Insurance Compay | Contract administrator, Participant loan processing, Direct payment from the plan | $167,161 |
| Whitney Bank | Trustee (institutional), Other fees | $0 |
| Eisner Amper | Accounting, Other fees | $0 |
| Heard Mcelory & Vestal, Llc | Accounting, Other services, Other fees | $0 |
| Wilshire Associates Inc. | Investment advisory (plan), Other investment fees and expenses | $0 |