AUMdb

Valon Technologies, Inc. Retirement Trust

Sponsored by Valon Technologies, Inc. · EIN 842070751 · Plan #001

Total assets
$9.0M
Net assets
$9.0M
Active participants
430
With balances
280

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Decimal, Inc. Dba Ubiquity Recordkeeping fees $15,022
Empower Life & Annuity Insurance Recordkeeping fees $0