Valley Cabinet, Inc. Employees' Profit Sharing And Retirement Savings Plan
Sponsored by Valley Cabinet, Inc. · EIN 391028968 · Plan #001
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 178
- With balances
- 215
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, Llc | Investment advisory (participants), Investment advisory (plan) | $63,544 |
| Wipfli Llp | Contract administrator, Recordkeeping | $35,260 |
| Hawkins Ash Cpas | Accounting | $9,900 |