401(k) Retirement Savings Plan For Employees Of The Valley Hospital
Sponsored by The Valley Hospital · EIN 221487307 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 6,085
- With balances
- 7,960
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 |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Securities brokerage commissions | $344,249 |
| The Concord Advisory Group | Investment advisory (plan) | $60,619 |