Julio Sanchez signed Valley Home Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Home Care, Inc.'s EIN is 22-3208480.
Download the official 2024 Form 5500 (PDF) for Valley Home Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Home Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S BlackRock YOURPATH ISHARES 2030 MODERATE | Mutual Funds | — | $170K | $2.1M | 13.5% | |
| FIXED INCOME ANNUITIES Lincoln Financial Group * Lincoln Stable Value Fund | Stable Value | — | — | $2.0M | 12.6% | |
| YOURPATH ISHARES 2025 MODERATE | Other securities | — | $125K | $1.5M | 9.7% | |
| S JPMorgan Large Cap GROWTH Fund | Mutual Funds | — | $17K | $1.4M | 8.9% | |
| YOURPATH ISHARES 2035 MODERATE | Other securities | — | $69K | $869K | 5.5% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | $2K | $860K | 5.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $6K | $641K | 4.1% | |
| American Funds Washington Mutual Investors CL R6 | Mutual Funds | — | $10K | $606K | 3.9% | |
| YOURPATH ISHARES 2040 GROWTH | Other securities | — | $42K | $568K | 3.6% | |
| Vanguard Mid Cap Index Fund Institutional Shares | Common Collective Trusts | — | $6K | $469K | 3.0% | |
| Metropolitan West Total Return Bond CL Plan Fund | Other securities | — | $52K | $431K | 2.7% | |
| YOURPATH ISHARES 2035 GROWTH | Other securities | — | $31K | $415K | 2.6% | |
| Lincoln Financial Group * YOURPATH ISHARES 2030 MODERATE | Common Stocks | — | — | $405K | 2.6% | |
| YOURPATH ISHARES 2020 MODERATE | Other securities | — | $33K | $402K | 2.6% | |
| YOURPATH ISHARES 2025 MODERATE | Other securities | — | — | $399K | 2.5% | |
| YOURPATH ISHARES 2040 MODERATE | Other securities | — | $30K | $398K | 2.5% | |
| American Funds Europacific GROWTH CL R6 | Mutual Funds | — | $7K | $398K | 2.5% | |
| YOURPATH ISHARES 2015 MODERATE | Other securities | — | $26K | $310K | 2.0% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | $2K | $156K | 1.0% | |
| YOURPATH ISHARES 2020 GROWTH | Other securities | — | $12K | $146K | 0.9% | |
| YOURPATH ISHARES 2045 MODERATE | Other securities | — | $10K | $133K | 0.8% | |
| YOURPATH ISHARES 2020 MODERATE | Other securities | — | — | $128K | 0.8% | |
| YOURPATH ISHARES INCOME CONSERVATIVE | Other securities | — | $11K | $126K | 0.8% | |
| YOURPATH ISHARES 2015 MODERATE | Other securities | — | — | $115K | 0.7% | |
| YOURPATH ISHARES 2030 CONSERVATIVE | Other securities | — | $9K | $101K | 0.6% | |
| YOURPATH ISHARES 2035 MODERATE | Other securities | — | — | $97K | 0.6% | |
| YOURPATH ISHARES INCOME CONSERVATIVE | Other securities | — | — | $81K | 0.5% | |
| YOURPATH ISHARES 2045 GROWTH | Other securities | — | $5K | $73K | 0.5% | |
| YOURPATH ISHARES 2025 GROWTH | Other securities | — | $5K | $61K | 0.4% | |
| YOURPATH ISHARES 2030 CONSERVATIVE | Other securities | — | — | $32K | 0.2% | |
| Vanguard Total International Stock Index Admiral Shares 959 | Mutual Funds | — | — | $30K | 0.2% | |
| YOURPATH ISHARES 2035 CONSERVATIVE | Other securities | — | $3K | $30K | 0.2% | |
| PIMCO All Asset Fund | Mutual Funds | — | $3K | $29K | 0.2% | |
| YOURPATH ISHARES 2020 GROWTH | Other securities | — | — | $28K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $28K | 0.2% | |
| YOURPATH ISHARES 2040 MODERATE | Other securities | — | — | $21K | 0.1% | |
| YOURPATH ISHARES 2035 GROWTH | Other securities | — | — | $17K | 0.1% | |
| YOURPATH ISHARES 2025 CONSERVATIVE | Other securities | — | $1K | $14K | <0.1% | |
| YOURPATH ISHARES 2040 GROWTH | Other securities | — | — | $12K | <0.1% | |
| YOURPATH ISHARES INCOME MODERATE 822 | Other securities | — | — | $10K | <0.1% | |
| YOURPATH ISHARES 2025 GROWTH | Other securities | — | — | $9K | <0.1% | |
| YOURPATH ISHARES 2035 CONSERVATIVE | Other securities | — | — | $7K | <0.1% | |
| YOURPATH ISHARES 2025 CONSERVATIVE | Other securities | — | — | $5K | <0.1% | |
| YOURPATH ISHARES INCOME MODERATE | Other securities | — | — | $5K | <0.1% | |
| YOURPATH ISHARES 2045 MODERATE | Other securities | — | — | $4K | <0.1% | |
| American Century Emerging Markets Fund 222 | Other securities | — | — | $3K | <0.1% | |
| YOURPATH ISHARES 2020 CONSERVATIVE 202 | Other securities | — | — | $2K | <0.1% | |
| YOURPATH ISHARES 2020 CONSERVATIVE | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
