Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Valley Forge Investment Consultants
Valley Forge Investment Consultants
- Service provider, as named on Schedule C
- EIN 232748550
- Plan year 2024
- Direct compensation reported $341,483
Assets of those plans
$593,431,534
0.01% 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
$341,483
33% 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 |
|---|---|---|
| 99 | Other fees | 14 |
| 27 | Investment advisory (plan) | 8 |
| 49 | Other services | 4 |
| 50 | Direct payment from the plan | 3 |
| 28 | Investment management | 3 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Signant Health 401(k) Plan | Bracket Global | $107,808,244 | 1,139 | $52,500 |
| Gentex Corporation Retirement Plan | Gentex | $93,705,628 | 1,094 | $0 |
| Frontage Laboratories Inc. 401(k) Plan | Frontage Laboratories | $62,850,438 | 749 | $69,482 |
| Medrisk LLC 401(k) Plan | Medrisk | $51,751,860 | 1,064 | $57,135 |
| Restorixhealth 401(k) Plan | Restorixhealth | $48,039,172 | 1,444 | $47,500 |
| American Messaging Savings Plan | American Messaging Services | $26,530,204 | 109 | $0 |
| Kalas MFG Inc 401(k) Profit Sharing Plan & Trust | Kalas MFG | $24,867,380 | 374 | $0 |
| Sigma Engineered Solutions Retirement Plan | Sigma Electric Manufacturing | $23,998,875 | 306 | $0 |
| Furman Foods, Inc. 401(k) Profit Sharing Plan | Furman Foods | $22,183,287 | 307 | $0 |
| West Coast Code Consultants Inc. 401(k) Plan | West Coast Code Consultants | $18,948,812 | 145 | $32,268 |
| BPG Real Estate Services 401(k) Plan | BPG Real Estate Services | $16,940,264 | 588 | $5,616 |
| Marshall Industrial Technologies Savings & Retirement Plan | Marshall Industrial Technologies | $14,477,826 | 110 | $37,183 |
| Dyco, Inc. Salary Savings Plan | Dyco | $14,221,567 | 125 | $0 |
| Rosenberger USA Corp 401(k) Plan | Rosenberger USA | $13,721,910 | 240 | $0 |
| York Graphic Services Company 401(k) Plan | York Graphic Services Co. D/B/A the YGS Group | $13,496,417 | 285 | $0 |
| US Pack Services, LLC 401(k) Plan | US Pack Services | $11,565,254 | 420 | $28,318 |
| Verisma Systems, Inc. 401(k) Plan | Verisma Systems | $9,356,314 | 1,205 | $0 |
| MI Metals, Inc. 401(k) Savings Plan | Beam Associates | $7,575,886 | 336 | $0 |
| Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan | Nardone Brothers Baking | $5,925,894 | 332 | $0 |
| Mountain Ridge Metals, LLC 401(k) Plan | Mountain Ridge Metals | $5,466,302 | 133 | $0 |
| Greiner Industries, Inc. Profit Sharing & 401(k) Savings Plan | Greiner Industries | $0 | 0 | $0 |
| Curtis Bay Energy, Inc. 401(k) Retirement Plan | Curtis Bay Energy | $0 | 0 | $11,481 |
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.