AUMdb

Chapel Valley Landscape Company 401(k) Plan

Sponsored by Chapel Valley Landscape Company · EIN 520856598 · Plan #002

Total assets
$8.4M
Net assets
$8.4M
Active participants
303
With balances
335

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Retirement Planners & Administrator Other services $10,350
Voya Retirement Advisors Investment advisory (participants) $4,116
Voya Retirement Insurance & Annuity Investment advisory (participants) $3,884
Morningstar Investment advisory (plan) $2,926