Valley Medical Group, P.C.'s EIN is 04-2945394.
Download the official 2024 Form 5500 (PDF) for Valley Medical Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Medical Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS NETWORK | 06-1375177 | — | BROKER DEALER | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 10.9% | |
| Voya American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $2.8M | 9.0% | |
| Voya American Funds AMCAP Fund | Mutual Funds | — | — | $2.5M | 7.8% | |
| Voya American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $2.3M | 7.4% | |
| Voya American Europacific Growth Fund | Other securities | — | — | $2.3M | 7.3% | |
| Voya American Funds Washington Mutual Fund | Mutual Funds | — | — | $2.2M | 7.1% | |
| Voya PIMCO Income Fund 689, 134 Voya PGIM Total Return Bond Fund | Mutual Funds | — | — | $1.9M | 6.0% | |
| Voya American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 5.1% | |
| Voya Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $998K | 3.2% | |
| Voya American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $697K | 2.2% | |
| Voya American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $671K | 2.1% | |
| Voya American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $593K | 1.9% | |
| Voya Vanguard Total Int Stock Index Fund | Common Collective Trusts | — | — | $563K | 1.8% | |
| Voya Eaton Vance-Atlanta Capital Mid Cap Fund | Other securities | — | — | $538K | 1.7% | |
| Voya MFS Mid cap Value Fund | Mutual Funds | — | — | $500K | 1.6% | |
| Voya DFA U.S. Targeted Value Fund | Mutual Funds | — | — | $498K | 1.6% | |
| Voya American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $452K | 1.4% | |
| Voya American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $376K | 1.2% | |
| Voya American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $336K | 1.1% | |
| Voya Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $317K | 1.0% | |
| Voya American New Perspective Fund | Other securities | — | — | $259K | 0.8% | |
| Voya Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $214K | 0.7% | |
| Voya DFA Inflation Protected Securities Fund | Mutual Funds | — | — | $138K | 0.4% | |
| Voya BlackRock High Yield Bond Fund | Other securities | — | — | $138K | 0.4% | |
| Voya American Funds New World Fund | Mutual Funds | — | — | $128K | 0.4% | |
| Voya Columbia Contrarian Core Fund | Other securities | — | — | $119K | 0.4% | |
| Mutual Voya American Funds Capital Income Builder | Mutual Funds | — | — | $115K | 0.4% | |
| Voya DFA Real Estate Securities Fund | Mutual Funds | — | — | $86K | 0.3% | |
| Voya American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $61K | 0.2% | |
| Voya PIMCO International Bond Fund | Mutual Funds | — | — | $58K | 0.2% | |
| Voya Govemment Money Market Fund | Cash / Money Market | — | — | $57K | 0.2% | |
| Voya JPMorgan Equity Income Fund | Other securities | — | — | $34K | 0.1% | |
| Voya DFA Commodity Strategy Fund | Mutual Funds | — | — | $26K | <0.1% | |
| Voya American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Voya American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Guaranteed Income Account Voya Fixed Account | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEMAN RETIREMENT PLAN CONSUTLING | 27-0212300 | — | TPA | — | — |
