AUMdb

Q'straint / Sure Lok 401(k) Retirement Plan

Sponsored by Valeda Company Llc · EIN 651122157 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
133
With balances
150

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rpa Financial, Llc Investment advisory (plan), Direct payment from the plan $41,455
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $38,473