AUMdb

Valu Home Centers 401(k) Profit Sharing Plan

Sponsored by Arena Distributors, Inc. · EIN 160996756 · Plan #001

Total assets
$23.0M
Net assets
$23.0M
Active participants
318
With balances
258

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $68,266
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0