Valence Surface Technologies 401(k) Plan
Sponsored by Valence Surface Technologies · EIN 474359966 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 1,062
- With balances
- 721
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $93,621 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $64,872 |