Valley Wide Beverage Company 401(k) Profit Sharing Plan
Sponsored by Fresno Beverage Company, Inc. · EIN 770057122 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 345
- With balances
- 149
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Roush Investments, Llc | Investment advisory (participants), Investment advisory (plan) | $34,689 |
| Proaccount | Investment advisory (participants) | $21,310 |
| Aps Pentegra | Plan administrator, Recordkeeping, Consulting (general) | $9,437 |
| Iron Fiduciary | Investment advisory (participants) | $4,683 |
| Nationwide | Investment advisory (participants) | $1,507 |