AUMdb

401(k) Profit Sharing Plan For Employees Of Valle Del Sol, Incorporated

Sponsored by Valle Del Sol, Incorporated · EIN 860251255 · Plan #003 · Phoenix, AZ

Total assets
$7.1M
Net assets
$7.1M
Active participants
256
With balances
589

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $10,390