Valley Steel Stamp Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Valley Steel Stamp Inc · EIN 042487824 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 212
- With balances
- 224
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Financial | Investment advisory (participants) | $26,506 |
| Paychex, Inc. | Contract administrator, Recordkeeping | $19,832 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $5,855 |