Valdes Engineering Company Retirement Plan
Sponsored by Valdes Engineering Company · EIN 363841246 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 152
- With balances
- 261
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $46,915 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $27,655 |