Annie Latuscha signed Valley Distributors, Inc. d/b/a Valley Beverage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Distributors, Inc. d/b/a Valley Beverage's EIN is 01-0324344.
Download the official 2024 Form 5500 (PDF) for Valley Distributors, Inc. d/b/a Valley Beverage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Distributors, Inc. d/b/a Valley Beverage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.3M | 89.9% | |
| [Assets held in participant loans] | Other | — | — | $337K | 2.1% |
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $23K |
| — |
