Vallen Distribution, Inc. 401(k) Plan
Sponsored by Vallen Distribution, Inc. · EIN 562281578 · Plan #001
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 2,902
- With balances
- 3,364
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Bellwether Advisors, Llc CRD 300012 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $200,882 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $82,674 |
| Warren Averett Llc | Accounting, Direct payment from the plan | $16,000 |
| Bellwether Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,721 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $600 |