Champlain Valley Equipment 401(k) Plan
Sponsored by Champlain Valley Equipment · EIN 030224700 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 155
- With balances
- 181
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $11,113 |