Valor It Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Valor It Inc · EIN 260085059 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 229
- With balances
- 390
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 |
|---|---|---|
| Stonehenge Retirement Planners Llc CRD 292489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $22,251 |
| Stonehenge Retirement Planners Llc | Investment advisory (participants) | $14,643 |
| 401 K Generation | Contract administrator | $10,041 |