AUMdb

Valbruna Stainless, Inc. 401(k) Plan

Sponsored by Valbruna Stainless, Inc. · EIN 061379799 · Plan #001

Total assets
$18.7M
Net assets
$18.7M
Active participants
135
With balances
160

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
Sigma Financial, Inc. CRD 123184 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sigma Financial Corp Investment advisory (plan), Direct payment from the plan $9,084
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $6,241
United Of Omaha Participant loan processing, Other fees, Direct payment from the plan $2,306