Valiant Solutions Llc 401(k)profit Sharing Plan And Trust
Sponsored by Valiant Solutions Llc · EIN 202293913 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 201
- With balances
- 179
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 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 |
|---|---|---|
| Cbiz Investment Advisory Services L | Investment advisory (plan), Direct payment from the plan | $37,384 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $27,317 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $7,798 |