AUMdb

Valco Cincinnati, Inc. 401(k) Profit Sharing Plan

Sponsored by Valco Cincinnati, Inc. · EIN 316029703 · Plan #001

Total assets
$34.9M
Net assets
$34.9M
Active participants
243
With balances
299

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $36,266
Pnc Bank National Association Investment advisory (plan) $35,400
Pnc Bank Investment advisory (plan) $11,208