Valsource, Inc. 401(k) Plan
Sponsored by Valsource, Inc. · EIN 232855010 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 267
- With balances
- 299
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $73,211 |
| Empower Annuity Insurance Company | Recordkeeping fees | $38,909 |
| Pentegra Services Inc | Contract administrator | $24,786 |