Ward Young signed Valley Forge Fabrics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Forge Fabrics, Inc.'s EIN is 13-2895229.
Download the official 2024 Form 5500 (PDF) for Valley Forge Fabrics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Forge Fabrics, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
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 |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $0 | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Guaranteed insurance contract | Other securities | — | — | $2.6M | 23.0% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $968K | 8.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $938K | 8.3% | |
| Vanguard Total Bond Market Index Admiral Fund " | Mutual Funds | — | — | $766K | 6.8% | |
| BlackRock High Yield Portfolio K Fund Mutual fund | Other securities | — | — | $755K | 6.7% | |
| Vanguard Core Bond Admiral Fund " | Mutual Funds | — | — | $747K | 6.6% | |
| Vanguard 500 Index Admiral Fund " | Common Collective Trusts | — | — | $671K | 6.0% | |
| Vanguard Total International Stock Index Admiral Fund " | Mutual Funds | — | — | $547K | 4.9% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $496K | 4.4% | |
| PIMCO StocksPLUS International Fund I " | Mutual Funds | — | — | $486K | 4.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $479K | 4.3% | |
| American Funds 2035 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $396K | 3.5% | |
| SmallCap Value Fund II Separate Account " | Pooled Separate Accounts | — | — | $240K | 2.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $240K | 2.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $238K | 2.1% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $211K | 1.9% | |
| Vanguard Mid Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $135K | 1.2% | |
| Vanguard Small Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $134K | 1.2% | |
| Buffalo Small Cap Growth Institutional Fund " | Other securities | — | — | $106K | 0.9% | |
| American Funds 2045 Target Date Retirement R6 Fund " ** 252 American Funds 2055 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $102K | 0.9% | |
| American Funds 2060 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $58K | 0.5% | |
| American Funds 2030 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $45K | 0.4% | |
| (E) | Other securities | — | — | $45K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund " | Mutual Funds | — | — | $31K | 0.3% | |
| (E) | Other securities | — | $17K | $31K | 0.3% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds NewWorld R6 " | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Mid Cap Value Index Admiral Fund " | Mutual Funds | — | — | $17K | 0.2% | |
| DFA Commodity Strategy I Fund " | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds 2065 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $13K | 0.1% | |
| Cohen & Steers Real Estate Sec Z Fund " | Other securities | — | — | $10K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 Fund " | Mutual Funds | — | — | $6K | <0.1% |
