Valley Distributors, Inc. Profit Sharing 401(k) Plan
Sponsored by Valley Distributors, Inc. D/B/A Valley Beverage · EIN 010324344 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 131
- With balances
- 123
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $25,798 |
| Osaic Wealth Inc | Investment advisory (plan) | $23,043 |
| Empower Advisory Group, Llc | Investment management | $14,586 |