Valentine Enterprises, Inc. Retirement Savings Plan
Sponsored by Valentine Enterprises, Inc. · EIN 132708762 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 193
- With balances
- 147
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aprio Wealth Management | Investment management fees (direct) | $20,740 |
| Vanguard | Recordkeeping, Custodial (securities), Direct payment from the plan | $15,035 |