AUMdb

Valentino U.S.A., Inc. 401(k) Retirement Plan

Sponsored by Valentino U.S.A., Inc · EIN 133924430 · Plan #001

Total assets
$14.9M
Net assets
$14.9M
Active participants
299
With balances
269

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cetera Investment Advisors Llc Investment advisory (plan) $53,891
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $32,966
Leafhouse Investment advisory (participants) $6,837