Valuation Research Corporation Employees' Profit Sharing Plan
Sponsored by Valuation Research Corporation · EIN 391214928 · Plan #001
- Total assets
- $82.0M
- Net assets
- $82.0M
- Active participants
- 262
- With balances
- 284
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $52,161 |
| Oneamerica Investment Advisory Serv | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $19,608 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |