AUMdb

Green Valley Corporation 401 K Profit Sharing Plan

Sponsored by Green Valley Corporation · EIN 941512090 · Plan #001

Total assets
$31.0M
Net assets
$31.0M
Active participants
68
With balances
133

Plan year beginning 06/01/2024 · 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).

Provider Services Direct comp
Nwps Contract administrator, Recordkeeping, Consulting (general) $10,692
Charles Schwab Trust Bank Custodial (other) $3,900
Kms Financial Services, Inc. Investment advisory (participants), Investment advisory (plan), Investment management $0