Tri Valley, Inc. Pension Trust
Sponsored by Tri Valley, Inc. · EIN 042594201 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.2M
- Active participants
- 185
- With balances
- 225
Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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) | $25,431 |