Cyrus Noria signed Valuemomentum, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valuemomentum, Inc.'s EIN is 11-3414179.
Download the official 2024 Form 5500 (PDF) for Valuemomentum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valuemomentum, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RK - IA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEON RETIREMENT | 82-4086794 | — | TPA | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM GR ADVTG R5 | Other securities | — | — | $4.8M | 11.3% | |
| VNGRD 500 INDEX FD AS | Common Collective Trusts | — | — | $4.3M | 10.0% | |
| VNGRD TRGT RTRMT 2050 INV | Other securities | — | — | $3.7M | 8.8% | |
| VNGRD TRGT RTRMT 2035 INV | Other securities | — | — | $3.1M | 7.2% | |
| VNGRD US GR ADML | Other securities | — | — | $2.8M | 6.5% | |
| VNGRD TRGT RTRMT 2045 INV | Other securities | — | — | $2.1M | 5.0% | |
| VNGRD TRGT RTRMT 2055 INV | Other securities | — | — | $1.6M | 3.7% | |
| VNGRD TRGT RTRMT 2060 INV | Other securities | — | — | $1.3M | 3.0% | |
| GDMNSCS SMMDCAP GR INST | Other securities | — | — | $1.2M | 2.9% | |
| VNGRD TRGT RTRMT 2040 INV | Other securities | — | — | $1.2M | 2.9% | |
| Nationwide Fixed Option | Other securities | — | — | $1.2M | 2.8% | |
| AMFDS AM BAL R6 | Other securities | — | — | $1.1M | 2.6% | |
| VNGRD MDCAP GR INV | Other securities | — | — | $802K | 1.9% | |
| Participant Loans Receivable | Participant loans | — | — | $794K | 1.9% | |
| VNGRD STRAT EQ INV | Other securities | — | — | $726K | 1.7% | |
| JPMORGAN USRSRCHENHCDEQ R | Other securities | — | — | $580K | 1.4% | |
| VNGRD STRAT SMCAP EQ INV | Other securities | — | — | $558K | 1.3% | |
| PIMCO INC INST | Mutual Funds | — | — | $523K | 1.2% | |
| TROWEPR VAL | Other securities | — | — | $475K | 1.1% | |
| VNGRD EXPLR ADML | Other securities | — | — | $459K | 1.1% | |
| AMCENT MDCAP VAL I | Other securities | — | — | $410K | 1.0% | |
| PIMCO STKPLSINTDLRHDG INS | Mutual Funds | — | — | $369K | 0.9% | |
| VNGRD VAL INDX ADML | Other securities | — | — | $317K | 0.7% | |
| VNGRD INFO TECH INDX ADML | Other securities | — | — | $282K | 0.7% | |
| VNGRD INTL GR ADML | Other securities | — | — | $258K | 0.6% | |
| DFA INFL PRTCT SEC INST | Mutual Funds | — | — | $251K | 0.6% | |
| VNGRD DEVL MKT INDX ADML | Other securities | — | — | $240K | 0.6% | |
| LRDABT HI YLD I | Other securities | — | — | $231K | 0.5% | |
| AMFDS NEW WLD R6 | Other securities | — | — | $226K | 0.5% | |
| ALLSPR SMCO GR INST | Other securities | — | — | $224K | 0.5% | |
| VNGRD TRGT RTRMT 2020 INV | Other securities | — | — | $224K | 0.5% | |
| VNGRD TRGT RTRMT 2065 INV | Other securities | — | — | $221K | 0.5% | |
| DFA US TRGT VAL INST | Mutual Funds | — | — | $217K | 0.5% | |
| TROWEPR REALEST | Other securities | — | — | $217K | 0.5% | |
| VNGRD TRGT RTRMT 2025 INV | Other securities | — | — | $216K | 0.5% | |
| VNGRD REALEST INDX ADML | Other securities | — | — | $200K | 0.5% | |
| VNGRD SEL VAL INV | Other securities | — | — | $188K | 0.4% | |
| TROWEPR SPCTRMMODGRALLOC | Other securities | — | — | $179K | 0.4% | |
| FNKLNTMP GLBL BD ADV | Other securities | — | — | $178K | 0.4% | |
| VNGRD TTL BND MKT LDX ADM | Other securities | — | — | $170K | 0.4% | |
| DFA GLBL EQ INST | Mutual Funds | — | — | $165K | 0.4% | |
| VNGRD TRGT RTRMT INC | Common Stocks | — | — | $163K | 0.4% | |
| AMFDS CAP INC BLDR R6 | Common Stocks | — | — | $162K | 0.4% | |
| VNGRD EMRG MKT STKINDXADM | Other securities | — | — | $153K | 0.4% | |
| FID SEL SMICNDTR | Mutual Funds | — | — | $143K | 0.3% | |
| DWS SCNC TECH INST | Other securities | — | — | $141K | 0.3% | |
| MS INSIGHT I | Other securities | — | — | $134K | 0.3% | |
| MSIF INST GR I | Other securities | — | — | $132K | 0.3% | |
| VNGRD DIVD GR INV | Other securities | — | — | $125K | 0.3% | |
| NW BAILARDTCHSCNC R6 | Other securities | — | — | $118K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
