Valley Cartage Company, Inc. 401(k) P/S Plan
Sponsored by Valley Cartage Company, Inc. · EIN 391358351 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 53
- With balances
- 87
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $22,011 |
| Christensen Group Financial, Llc | Investment advisory (plan), Consulting fees | $10,233 |