Valley Health System Employee Contributory 403(b) Plan
Sponsored by Valley Health System · EIN 521357729 · Plan #002
- Total assets
- $542M
- Net assets
- $542M
- Active participants
- 6,268
- With balances
- 9,530
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Securities brokerage commissions | $409,175 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $84,463 |
| Variable Annuity Life Insurance Co | Contract administrator | $7,931 |