AUMdb

Vallarta Supermarkets Retirement Plan

Sponsored by Vallarta Supermarkets · EIN 954704083 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
1,605
With balances
292

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
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $44,747
Merrill Lynch Life Agency Inc Investment advisory (plan), Investment management fees (direct) $21,173