AUMdb

Valsource, Inc. Employee Stock Ownership Plan

Sponsored by Valsource, Inc. · EIN 232855010 · Plan #001

Total assets
$46.9M
Net assets
$25.7M
Active participants
211
With balances
337

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

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).

No Schedule C on file for this plan year.