Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan
Sponsored by Platte Valley Financial Service Companies, Inc. · EIN 470800148 · Plan #001
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 394
- With balances
- 513
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $48,494 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $16 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |