AUMdb

Corval Group Companies Retirement Plan

Sponsored by Corval Group, Inc. · EIN 204223581 · Plan #001

Total assets
$44.1M
Net assets
$44.1M
Active participants
205
With balances
138

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
Christensen Group Financial, Llc CRD 318144 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Christensen Group Financial, Llc Investment advisory (plan), Consulting fees $40,000
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $35,534