Class Valuation, Llc 401(k) Plan
Sponsored by Class Valuation, Llc · EIN 320285326 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 604
- With balances
- 657
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 |
|---|---|---|
| Tamma Capital Llc CRD 156118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tamma Capital Llc | Investment advisory (plan), Direct payment from the plan | $92,381 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $7,500 |