Shane Weatherford signed US Vanadium, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Vanadium, LLC's EIN is 06-1165871.
Download the official 2024 Form 5500 (PDF) for US Vanadium, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Vanadium, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2035 A Value of Interest in Registered Investment Companies | Other securities | — | — | $1.2M | 10.7% | |
| FA FREEDOM 2025 A Value of Interest in Registered Investment Companies | Other securities | — | — | $1.1M | 9.7% | |
| Galliard Stable Return Value of Interest in Common and Collective Trust | Common Collective Trusts | — | — | $954K | 8.6% | |
| FA FREEDOM 2040 A Value of Interest in Registered Investment Companies | Other securities | — | — | $776K | 7.0% | |
| FID GOVT MMKT Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $695K | 6.3% | |
| FA FREEDOM 2030 A Value of Interest in Registered Investment Companies | Other securities | — | — | $623K | 5.6% | |
| JPM LG CAP GROWTH R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $616K | 5.6% | |
| FA FREEDOM 2045 A Value of Interest in Registered Investment Companies | Other securities | — | — | $532K | 4.8% | |
| FA FREEDOM 2050 A Value of Interest in Registered Investment Companies | Other securities | — | — | $500K | 4.5% | |
| FA FREEDOM 2055 A Value of Interest in Registered Investment Companies | Other securities | — | — | $421K | 3.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $407K | 3.7% | |
| FA FREEDOM 2060 A Value of Interest in Registered Investment Companies | Other securities | — | — | $341K | 3.1% | |
| PIM TOTAL RT INST Value of Interest in Registered Investment Companies | Other securities | — | — | $339K | 3.1% | |
| FA FREEDOM 2065 A Value of Interest in Registered Investment Companies | Other securities | — | — | $333K | 3.0% | |
| FA STRAT DIV INC I Value of Interest in Registered Investment Companies | Common Stocks | — | — | $319K | 2.9% | |
| BLKRK EQUITY DIV I Value of Interest in Registered Investment Companies | Other securities | — | — | $297K | 2.7% | |
| BLKRK HLTH SCI OPP I Value of Interest in Registered Investment Companies | Other securities | — | — | $296K | 2.7% | |
| MFS INTL DIVRSN R4 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $293K | 2.7% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $237K | 2.1% | |
| CALAMOS INTL GRTH I Value of Interest in Registered Investment Companies | Other securities | — | — | $230K | 2.1% | |
| J H BALANCED I Value of Interest in Registered Investment Companies ** 261 CALAMOS INTL GRTH I Value of Interest in Registered Investment Companies | Other securities | — | — | $212K | 1.9% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 4.25% to 8.00% | Bonds / Notes | — | — | $210K | 1.9% | |
| JPM MIDCAP VALUE L Value of Interest in Registered Investment Companies | Other securities | — | — | $200K | 1.8% | |
| EV ATL CAP SMID-CP I Value of Interest in Registered Investment Companies | Other securities | — | — | $191K | 1.7% | |
| FA NEW INSIGHTS I Value of Interest in Registered Investment Companies | Other securities | — | — | $174K | 1.6% | |
| TMPL DEV MKTS ADV Value of Interest in Registered Investment Companies | Other securities | — | — | $174K | 1.6% | |
| LD ABBETT BD DBNTR I Value of Interest in Registered Investment Companies | Other securities | — | — | $128K | 1.2% | |
| FID 500 INDEX Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $125K | 1.1% | |
| FA FREEDOM 2020 A Value of Interest in Registered Investment Companies | Other securities | — | — | $116K | 1.0% | |
| JPM SM CAP VALUE R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $105K | 1.0% | |
| AB SM CAP GRTH ADV Value of Interest in Registered Investment Companies | Other securities | — | — | $92K | 0.8% | |
| PIM REAL RETURN INST Value of Interest in Registered Investment Companies | Other securities | — | — | $88K | 0.8% | |
| VRTS NFJ MC VAL IS Value of Interest in Registered Investment Companies ** 553 JPM SM CAP VALUE R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $87K | 0.8% | |
| FA FREEDOM 2015 A Value of Interest in Registered Investment Companies | Other securities | — | — | $48K | 0.4% | |
| MFS VALUE R4 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $42K | 0.4% | |
| MS MK HY CORP BD I Value of Interest in Registered Investment Companies | Common Stocks | — | — | $36K | 0.3% | |
| DAVIS NY VENTURE A Value of Interest in Registered Investment Companies | Other securities | — | — | $36K | 0.3% | |
| BNYM APPR INV Value of Interest in Registered Investment Companies ** 542 DAVIS NY VENTURE A Value of Interest in Registered Investment Companies | Other securities | — | — | $27K | 0.2% | |
| INVS GOLD SPL MIN Y Value of Interest in Registered Investment Companies | Other securities | — | — | $22K | 0.2% | |
| TMPL GLOBAL BOND ADV Value of Interest in Registered Investment Companies | Other securities | — | — | $21K | 0.2% | |
| FA MATERIALS I Value of Interest in Registered Investment Companies | Other securities | — | — | $20K | 0.2% | |
| TRP REAL ESTATE Value of Interest in Registered Investment Companies | Other securities | — | — | $16K | 0.1% | |
| FA FREEDOM 2010 A Value of Interest in Registered Investment Companies | Other securities | — | — | $10K | <0.1% | |
| FA STRAT INCOME I Value of Interest in Registered Investment Companies | Other securities | — | — | $3K | <0.1% | |
| VRTS NFJ MC VAL IS Value of Interest in Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| BNYM APPR INV Value of Interest in Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| J H BALANCED I Value of Interest in Registered Investment Companies | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
