Valley View Hospital Money Purchase Plan
Sponsored by Valley View Hospital · EIN 840446259 · Plan #001
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 1,228
- With balances
- 1,261
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops | Recordkeeping fees, Account maintenance fees | $91,876 |
| Strategic Advisors Inc | Investment advisory (plan) | $12,167 |
| Global Retirement Partners | Investment advisory (plan) | $8,180 |