Cuyahoga Valley Christian Academy 401(k) Profit Sharing Plan & Trust
Sponsored by Cuyahoga Valley Christian Academy · EIN 341027005 · Plan #002
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 199
- With balances
- 180
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers Inc. | Investment advisory (plan) | $22,500 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $11,955 |
| Trinity Pension Consultants, Inc. | Contract administrator | $5,689 |