Valco Instruments Restated Profit Sharing Plan Trust
Sponsored by Valco Instruments Company, Inc. · EIN 043836923 · Plan #001
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 333
- With balances
- 311
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $68,330 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $28,610 |
| Lpl Financial, Llc | Investment advisory (plan) | $19,856 |
| Qdro Consultants Co Llc | Other fees | $300 |