Valor, Llc Retirement Plan
Sponsored by Valor Llc · EIN 611370293 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 221
- With balances
- 157
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 |
|---|---|---|
| Horizon Wealth Management, Llc CRD 170255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horizon Wealth Management | Investment advisory (plan) | $23,122 |
| Blue And Company Llc | Accounting | $20,584 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,362 |
| Anew 401(k) Tpa, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,321 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,032 |