Valenz 401(k) Retirement Savings Plan
Sponsored by United Claim Solutions, Llc · EIN 815130313 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 528
- With balances
- 382
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $30,688 |
| Mariner Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $21,302 |