Valeo Financial Advisors, Llc Retirement Plan
Sponsored by Valeo Financial Advisors, Llc · EIN 030519130 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 183
- With balances
- 191
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,438 |