AUMdb

Valley Christian Schools 401(k) Profit Sharing Plan

Sponsored by Valley Christian Schools · EIN 860431878 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
203
With balances
116

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Silver Oak Securities Incorporated CRD 46947 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $46,783
Silver Oak Securities Inc Investment advisory (plan), Other fees $0