Brian Caffrey signed Valbruna Stainless, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valbruna Stainless, Inc.'s EIN is 06-1379799.
Download the official 2024 Form 5500 (PDF) for Valbruna Stainless, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valbruna Stainless, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORP | 38-2472555 | — | NONE | $9K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $2.4M | 12.6% | |
| STATE STREET S&P 500 IDX SEC LEND I HAND BENEFITS & TRUST · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $2.3M | 12.0% | |
| STATE STREET RET RIGHT TARGET 2025 74-2008758 · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $1.8M | 9.9% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $1.8M | 9.4% | |
| STATE STREET RET RIGHT TARGET 2045 74-2008758 · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $1.0M | 5.4% | |
| STATE STREET RET RIGHT TARGET 2035 74-2008758 · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $927K | 4.9% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $793K | 4.2% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $726K | 3.9% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $714K | 3.8% | |
| MFS Mid Cap Growth R6 MFS 0 | Mutual Funds | — | — | $671K | 3.6% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $629K | 3.4% | |
| STATE STREET RET RIGHT TARGET 2030 74-2008758 · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $589K | 3.1% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $583K | 3.1% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $346K | 1.8% | |
| DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243 | Common Collective Trust | — | — | $310K | 1.7% | |
| STATE STREET RET RIGHT TARGET 2040 74-2008758 · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $264K | 1.4% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $235K | 1.3% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $232K | 1.2% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $227K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $223K | 1.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $217K | 1.2% | |
| STATE STREET INTL IND SECS LENDING HAND BENEFITS & TRUST · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $209K | 1.1% | |
| DIRECTIONS 2 - MODERATELY CONSERVAT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242 | Common Collective Trust | — | — | $204K | 1.1% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $182K | 1.0% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $182K | 1.0% | |
| Hartford Schroders Intl MultCap Val SDR Hartford 0 | Other securities | — | — | $160K | 0.9% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $152K | 0.8% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241 | Common Collective Trust | — | — | $113K | 0.6% | |
| STATE STREET RET RIGHT TARGET 2020 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 229 | Common Collective Trust | — | — | $91K | 0.5% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $87K | 0.5% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $78K | 0.4% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $61K | 0.3% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $55K | 0.3% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $54K | 0.3% | |
| Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $52K | 0.3% | |
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $25K | 0.1% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $23K | 0.1% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $15K | <0.1% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $11K | <0.1% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $8K | <0.1% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $7K | <0.1% | |
| CALLAN GLIDEPATH 2015 MO GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $7K | <0.1% | |
| AB Global Bond Z Alliance Bernstein 0 | Other securities | — | — | $5K | <0.1% | |
| Contribution Account MG Trust Company 0 | Common Stocks | — | — | $5K | <0.1% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $2K | <0.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $2K |
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