Valley Ent, P. C. 401(k) Profit Sharing Plan
Sponsored by Valley Ent, P.C. · EIN 204011284 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 258
- With balances
- 327
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $36,502 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $13,745 |
| Charles Schwab Trust Company | Custodial (securities), Trustee (directed), Securities brokerage | $10,375 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $96 |