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Original filing (PDF)20251007153113NAL0002578627001
VALCOR ENGINEERING CORPORATION
Form 5500
FILING_RECEIVED
VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
425
Accounts w/ balance
503
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALCOR ENGINEERING CORPORATION.
Plan sponsor
Name
VALCOR ENGINEERING CORPORATION
EIN
22-1513100
Address
2 LAWRENCE ROAD · SPRINGFIELD, NJ · 07081
Phone
(973) 467-8400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
Investments
20 direct securities · 16 pooled funds· $75.4M(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
$37.1M
20 holdings
Common Collective Trust
$29.1M
13 holdings
Pooled Separate Account
$9.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTime Hy Inc CIT U | — | — | — | $6.2M | 12.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.2M | 12.5% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | — | $5.6M | 11.2% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.6M | 11.2% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | — | $5.2M | 10.4% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.2M | 10.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.9M | 9.7% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | — | $3.7M | 7.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 6.9% | |
| PIMCO Income Institutional Fd | — | — | — | $3.4M | 6.9% | |
| Prin LgCap Growth I R6 Fund | — | — | — | $3.2M | 6.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 3.4% | |
| Victory Sycamore Est Val R6 Fd | — | — | — | $1.7M | 3.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 3.3% | |
| PIMCO Total Return Instl Fund | — | — | — | $1.3M | 2.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Participant Loans | — | — | — | $1.3M | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.3M | 2.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| Prin Fixed Inc Guar Option | — | — | — | $1.2M | 2.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $917K | 1.8% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $745K | 1.5% | |
| Oakmark International Fund-Inv | — | — | — | $745K | 1.5% | |
| Prin LifeTime Hyb 2070 CIT U | — | — | — | $567K | 1.1% | |
| Prin LifeTime HB 2040 CIT U | — | — | — | $535K | 1.1% | |
| Inv Dev Mark Y Fd | — | — | — | $491K | 1.0% | |
| Inv Discov Y Fd | — | — | — | $482K | 1.0% | |
| Prin LifeTime Hyb 2030 CIT U | — | — | — | $468K | 0.9% | |
| COLUMBIA BALANCED I FUND | — | — | — | $306K | 0.6% | |
| Prin LifeTime HB 2035 CIT U | — | — | — | $298K | 0.6% | |
| NYLI MacKay Hi Y Cp Bd I | — | — | — | $157K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $116K | 0.2% | |
| DFA US Large Cap Value I Fd | — | — | — | $108K | 0.2% |