Pleasant Valley Corporation 401(k) Plan
Sponsored by Pleasant Valley Corporation · EIN 270901655 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 210
- With balances
- 223
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services Llc | Investment advisory (plan) | $21,283 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,915 |
| Global Retirement Partners Llc | Investment advisory (plan) | $9,066 |
| Rea & Associates | Contract administrator | $2,925 |
| Empower Advisory Group Llc | Investment management | $1,867 |