Golden Valley Health Centers Retirement Plan
Sponsored by Golden Valley Health Centers · EIN 942196086 · Plan #001
- Total assets
- $52.8M
- Net assets
- $52.8M
- Active participants
- 1,141
- With balances
- 1,382
Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $134,578 |
| Mariner Wealth Advisor | Custodial (securities), Shareholder servicing fees | $64,154 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $22,285 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $0 |