AUMdb

Mountain Valley Child And Family Services, Inc. Profit Sharing And 401(k) Plan

Sponsored by Mountain Valley Child And Family Services, Inc. · EIN 942742653 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
318
With balances
527

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
Three Bell Capital Llc CRD 159736 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 $37,395
Pentegra Services Inc Contract administrator $37,033
Three Bell Capital Llc Investment advisory (plan) $17,173