Valmont Employee Retirement Savings Plan
Sponsored by Valmont Industries, Inc. · EIN 470351813 · Plan #003
- Total assets
- $665M
- Net assets
- $665M
- Active participants
- 6,316
- With balances
- 7,785
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $495,420 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $206,165 |
| Sagview Advisory Group, Llc | Consulting (general) | $80,000 |
| Nayya Health, Inc | Other services | $42,240 |