Pleasant Valley Homes 401(k)
Sponsored by Pleasant Valley Homes, Inc. · EIN 331080091 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 179
- With balances
- 120
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan), Direct payment from the plan | $11,505 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $3,725 |