Tri Valley, Inc. 403(b) Plan
Sponsored by Tri Valley, Inc. · EIN 042594201 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 274
- With balances
- 126
Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $1,960 |