Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Valmark Advisers Inc
Valmark Advisers Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $336,867
Assets of those plans
$344,786,083
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$336,867
93% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 13 |
| 26 | Investment advisory (participants) | 2 |
| 17 | Consulting (pension) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Elmet Technologies Retirement Plan | Elmet Technologies | $98,752,327 | 537 | $17,541 |
| MMG Insurance Company 401(k) Retirement Savings Plan | MMG Insurance | $55,800,709 | 351 | $7,500 |
| Fyda, Inc. 401(k) Plan | Fyda | $54,702,979 | 471 | $64,787 |
| Marden's, Inc. 401(k) Retirement Savings Plan | Marden's | $20,410,443 | 524 | $32,500 |
| Applied Engineering, Inc. Employee Stock Ownership Plan and Trust | Applied Engineering | $18,760,191 | 249 | $28,659 |
| The Assurance Manufacturing Company, Inc. 401(k) Profit Sharing Plan | Assurance Manufacturing | $15,390,112 | 126 | $0 |
| SWK Technologies 401(k) Profit Sharing Plan & Trust | SWK Technologies | $14,632,283 | 256 | $30,341 |
| Cuyahoga Valley Christian Academy 401(k) Profit Sharing Plan & Trust | Cuyahoga Valley Christian Academy | $13,720,742 | 180 | $22,500 |
| WH Midwest, LLC 401(k) Profit Sharing Plan | WH Midwest LLC DBA Wayne Homes | $10,959,319 | 190 | $26,208 |
| Piper Shores 401(k) Plan | Maine Life Care Retirement Community Inc. DBA Piper Shores | $9,261,027 | 186 | $24,552 |
| Dennis Food Service 401(k) Retirement Plan | Dennis Beverage | $8,007,732 | 167 | $5,494 |
| Preservation Management, Inc. 401(k) Profit Sharing Plan | Preservation Management | $7,566,373 | 290 | $19,470 |
| Blick Clinic Employees Retirement Plan | Blick Clinic | $6,456,295 | 211 | $16,000 |
| Michigan Pallet, Inc. 401(k) Plan | Michigan Pallet | $6,228,604 | 111 | $24,749 |
| Atlantic Waste Services, Inc. 401(k) Retirement Plan | Atlantic Waste Services | $4,136,947 | 332 | $16,566 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.