GREG Robinson signed Valley ENT, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley ENT, P.C.'s EIN is 20-4011284.
Download the official 2024 Form 5500 (PDF) for Valley ENT, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley ENT, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $37K | — |
| CHARLES SCHWAB TRUST 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.8M | 16.2% | |
| Charles Schwab PCRA Self-Directed Accounts | Self-Directed Brokerage | — | — | $3.9M | 13.4% | |
| TRP RET BLEND 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.2% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $2.3M | 7.9% | |
| TRP RET BLEND 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.4% | |
| TRP RET BLEND 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.2% | |
| TRP RET BLEND 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| TRP RET BLEND 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.2M | 4.2% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.1M | 3.8% | |
| TRP RET BLEND 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| DFA US Core Equity 1 I | Mutual Funds | — | — | $862K | 2.9% | |
| DFA International Core Eq I | Mutual Funds | — | — | $601K | 2.0% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $368K | 1.2% | |
| TRP RET BLEND 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $356K | 1.2% | |
| TRP RET BLEND 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $322K | 1.1% | |
| METLIFE STABLE VALUE SOL CL 25 GREAT GRAY TRUST COMPANY, LLC · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $292K | 1.0% | |
| Notes Receivable from Participants' Loans - Maturities of 1 to 60 Participants Months with Interest Rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $213K | 0.7% | |
| TRP RET BLEND 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $183K | 0.6% | |
| Allspring Short-Term Bond Plus Fund Class R6 | Other securities | — | — | $179K | 0.6% | |
| Vanguard Interm-Term Bond Index Admiral | Mutual Funds | — | — | $155K | 0.5% | |
| TRP RET BLEND 2010 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $119K | 0.4% | |
| TRP RET BLEND 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $108K | 0.4% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $73K | 0.2% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $68K | 0.2% | |
| TRP RET BLEND 2015 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $41K | 0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Fund Index | Mutual Funds | — | — | $4K | <0.1% | |
| T. Rowe Price Government Money I | Other securities | — | — | $3K | <0.1% | |
| METLIFE STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-1558009 |
| — |
| NONE |
| $10K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $96 | — |
