Valsoft 401(k) Plan
Sponsored by Aspire Usa Llc · EIN 923261317 · Plan #001
- Total assets
- $54.4M
- Net assets
- $54.4M
- Active participants
- 677
- With balances
- 756
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 |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $56,923 |
| Fidelity Trust Company | Investment advisory (plan), Investment management fees (direct) | $8,116 |