Valeo, Inc Retirement Savings Plan
Sponsored by Valeo North America, Inc. · EIN 133744485 · Plan #007
- Total assets
- $619M
- Net assets
- $619M
- Active participants
- 3,485
- With balances
- 4,818
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Ops. Co. Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $249,175 |
| Gregory J Schwartz & Co Inc | Investment advisory (plan) | $140,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $97,956 |