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Original filing (PDF)20251008104740NAL0013174306001
VALIANT SOLUTIONS LLC
Form 5500
FILING_RECEIVED
VALIANT SOLUTIONS LLC 401(K)PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
201
Accounts w/ balance
179
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 27% of plan.
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALIANT SOLUTIONS LLC.
Plan sponsor
Name
VALIANT SOLUTIONS LLC
EIN
20-2293913
Address
C/O KENDRA HATFIELD · 3007 HARPER ST. · LAWRENCE, KS · 66046
Phone
(919) 462-8491
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT MGMT | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
30 direct securities · 1 pooled fund· $13.2M(100% of reported assets)
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.
Uncategorized
$13.2M
30 holdings
Common Collective Trust
$64K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | 17,283 | — | $3.5M | 26.7% | |
| JPMorgan Large Cap Growth R6 | — | 17,253 | — | $1.4M | 10.9% | |
| American Funds 2045 Trgt Date Retire R6 | — | 53,161 | — | $1.1M | 8.5% | |
| Vanguard Total Intl Stock Index Admiral | — | 26,491 | — | $839K | 6.4% | |
| American Funds 2050 Trgt Date Retire R6 | — | 38,398 | — | $803K | 6.1% | |
| Fidelity US Bond Index | — | 74,186 | — | $758K | 5.7% | |
| American Funds American Balanced R6 | — | 17,835 | — | $613K | 4.6% | |
| American Funds 2025 Trgt Date Retire R6 | — | 24,546 | — | $373K | 2.8% | |
| American Funds 2030 Trgt Date Retire R6 | — | 17,682 | — | $306K | 2.3% | |
| American Funds 2035 Trgt Date Retire R6 | — | 14,507 | — | $276K | 2.1% | |
| American Funds 2040 Trgt Date Retire R6 | — | 12,678 | — | $261K | 2.0% | |
| American Funds Europacific Gr R6 | — | 4,679 | — | $251K | 1.9% | |
| American Funds 2055 Trgt Date Retire R6 | — | 9,473 | — | $250K | 1.9% | |
| Notes receivable from participants | — | — | — | $243K | 1.8% | |
| American Funds Capital World G/i R6 | — | 3,792 | — | $241K | 1.8% | |
| Fidelity Extended Market Index | — | 2,506 | — | $228K | 1.7% | |
| JPMorgan Mid Cap Growth R6 | — | 4,345 | — | $225K | 1.7% | |
| Franklin Small Cap Value R6 | — | 3,403 | — | $205K | 1.6% | |
| American Funds 2060 Trgt Date Retire R6 | — | 10,268 | — | $184K | 1.4% | |
| Janus Henderson Venture N | — | 1,978 | — | $169K | 1.3% | |
| Cohen & Steers Instl Realty Shares | — | 3,134 | — | $150K | 1.1% | |
| JPMorgan Equity Income R6 | — | 5,180 | — | $124K | 0.9% | |
| Franklin Income R6 | — | 47,793 | — | $112K | 0.8% | |
| Blackrock High Yield Bond Portfolio K | — | 14,328 | — | $102K | 0.8% | |
| Metropolitan West Total Return Bond M | — | 11,363 | — | $101K | 0.8% | |
| JPMorgan US Equity R6 | — | 3,672 | — | $92K | 0.7% | |
| American Century Mid Cap Value R6 | — | 5,494 | — | $85K | 0.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | 64,374 | — | $64K | 0.5% | |
| AB Global Bond Z | — | 6,622 | — | $45K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 | — | 881 | — | $10K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 | — | 302 | — | $5K | <0.1% |
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