Strategic Value Partners 401(k) Profit Sharing Plan
Sponsored by Strategic Value Partners, Llc · EIN 030455248 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 161
- With balances
- 224
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 |
|---|---|---|
| Ubs | Investment advisory (participants), Investment advisory (plan) | $20,000 |
| Newport Group, Inc. | Recordkeeping | $15,832 |
| Newport Trust Company | Trustee (institutional) | $9,047 |