AUMdb

Central Valley Employees 401(k) Plan

Sponsored by Central Valley Builders Supply · EIN 941566034 · Plan #002

Total assets
$13.1M
Net assets
$13.1M
Active participants
213
With balances
348

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $43,427
Kestra Financial Inc Investment advisory (plan) $9,911
Empower Advisory Group, Llc Investment management $2,561
Kestra Investment Services Llc Other commissions $0