Valley Strong Credit Union Plan And Trust
Sponsored by Valley Strong Credit Union · EIN 951652797 · Plan #002
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 574
- With balances
- 706
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).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $17,328 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |