AUMdb

Valley Senior Living Retirement Plan

Sponsored by Valley Senior Living · EIN 450448164 · Plan #002

Total assets
$34.5M
Net assets
$34.4M
Active participants
491
With balances
631

Plan year beginning 01/01/2024 · 401(k)

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
Alerus Financial Trustee (institutional) $120,143
Brady Martz & Associates Accounting $11,400