Common Contracts
2 similar Defined Contribution Plan Advisory Agreement contracts
DEFINED CONTRIBUTION PLAN ADVISORY AGREEMENTDefined Contribution Plan Advisory Agreement • October 30th, 2024
THIS DEFINED CONTRIBUTION PLAN ADVISORY AGREEMENT is made by and between the Employer and Named Fiduciary named in the Plan Information section on the signature page of this Agreement (the “Client”) and Values First Advisors, Inc. (the “Adviser”). The Client hereby retains the Adviser and the Adviser hereby agrees to provide investment allocation services and consulting services with respect to certain assets of the Plan (the “Portfolio”) under the following terms and conditions:
DEFINED CONTRIBUTION PLAN ADVISORY AGREEMENTDefined Contribution Plan Advisory Agreement • August 8th, 2023
THIS DEFINED CONTRIBUTION PLAN ADVISORY AGREEMENT is made by and between the undersigned (the “Client”) and Values First Advisors, Inc. (the “Adviser”). The Client hereby retains the Adviser and the Adviser hereby agrees to provide investment allocation services and consulting services with respect to certain assets of the Plan (the “Portfolio”) under the following terms and conditions:
