Valent U. S. A. Llc 401(k) Savings Plan
Sponsored by Valent U. S. A. Llc · EIN 943061141 · Plan #002
- Total assets
- $272M
- Net assets
- $272M
- Active participants
- 818
- With balances
- 1,155
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $65,721 |
| Sageview Advisory Group Llc | Investment advisory (plan), Direct payment from the plan | $10,488 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $776 |