Valmetal 401 K Plan
Sponsored by Valmetal Tulare, Inc. · EIN 391336636 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 132
- With balances
- 125
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Plan Services, Llc | Accounting, Contract administrator, Recordkeeping | $30,919 |
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $27,855 |