Valant Medical Solutions 401(k) Plan And Trust
Sponsored by Valant Medical Solutions · EIN 273668529 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 124
- With balances
- 151
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hunnex & Shoemaker, Inc | Other services | $2,897 |
| Morningstar Investment Management | Investment advisory (plan), Investment advisory (participants) | $908 |
| Voya Retirement Ins. And Annuity Co | Investment advisory (participants), Recordkeeping fees | $139 |