AUMdb

Valmark Financial Group, Llc Salary Savings Plan

Sponsored by Valmark Financial Group, Llc · EIN 341924302 · Plan #001

Total assets
$28.5M
Net assets
$28.5M
Active participants
135
With balances
166

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.