Valley Oaks Health 401(k) Retirement Plan
Sponsored by Valley Oaks Health, Inc. · EIN 350988724 · Plan #003
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 431
- With balances
- 901
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 |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group Inc | Account maintenance fees | $93,636 |
| Procourse Fiduciary Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $12,500 |