Erica Owen signed Valet Living,LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valet Living,LLC's EIN is 20-4186236.
Download the official 2024 Form 5500 (PDF) for Valet Living,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valet Living,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | CONTRACT ADMIN | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 15.4% | |
| Columbia Dividend Income Fund | Other securities | — | — | $3.9M | 11.9% | |
| Mass Mutual Guaranteed Interest Account | Other securities | — | — | $3.1M | 9.5% | |
| Legg Mason ClearBridge Large Cap Growth Fund | Other securities | — | — | $2.8M | 8.7% | |
| Federated Hermes Mdt Sml Cp Growth Fund | Other securities | — | — | $2.7M | 8.4% | |
| AllianceBernstein AB Large Cap Growth Fund | Other securities | — | — | $2.3M | 7.0% | |
| MassMutual Strategic Bond Fund | Other securities | — | — | $2.0M | 6.3% | |
| American Funds Amer Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.8M | 5.5% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $1.8M | 5.4% | |
| JPMorgan International Equity R6 | Other securities | — | — | $1.6M | 5.0% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| Wells Fargo Allspring Special Mid Cap Val Fund | Other securities | — | — | $1.5M | 4.7% | |
| AllianceBernstein AB Global Bond Fund | Other securities | — | — | $550K | 1.7% | |
| AllianceBernstein AB High Income Fund | Other securities | — | — | $469K | 1.4% | |
| BlackRock US Government Bond Fund | U.S. Treasuries | — | — | $339K | 1.0% | |
| MassMutual U.S Gov Money Market Fund | Cash / Money Market | — | — | $52K | 0.2% | |
| Franklin/Templeton Franklin Small Cap Value Fund | Mutual Funds | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
