Valley Cities Counseling & Consultation 403(b) Plan
Sponsored by Valley Cities Counseling And Consultation · EIN 916063183 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 594
- With balances
- 446
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Martin Financial Solutions, Llc CRD 155806 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $31,497 |
| July Business Services Llc | Recordkeeping | $25,728 |
| Matrix Financial Solutions, Inc. | Custodial (other), Investment management, Direct payment from the plan | $0 |