Laurie K Clemens signed Valley Medical Facilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Medical Facilities, Inc.'s EIN is 25-1801532.
Download the official 2024 Form 5500 (PDF) for Valley Medical Facilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Medical Facilities, Inc.'s plan includes automatic enrollment, 403(b) custodial accounts, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $344K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT RESOURCES INVESTMENT GRO | 04-3464764 | — | NONE | $120K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $62.7M | 16.8% | |
| Fully Benefit Responsive MetLife Stable Value Fund GAC- N/R | Stable Value | — | — | $48.0M | 12.9% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $28.5M | 7.7% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $28.4M | 7.6% | |
| Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $22.0M | 5.9% | |
| Vanguard Mid-Cap Growth Index N/R | Mutual Funds | — | — | $14.5M | 3.9% | |
| Admiral Mutual Fund JPMorgan Government Bond R6 N/R | U.S. Treasuries | — | — | $14.1M | 3.8% | |
| DFA Em Mkts EX China Core Eqy N/R | Mutual Funds | — | — | $12.9M | 3.5% | |
| Port Instl Mutual Fund T Rowe Price Retirement 2030 I N/R | Mutual Funds | — | — | $10.6M | 2.9% | |
| T Rowe Price Retirement 2025 I N/R | Mutual Funds | — | — | $10.4M | 2.8% | |
| T Rowe Price Retirement 2045 I N/R | Mutual Funds | — | — | $10.1M | 2.7% | |
| MFS International New Discovery N/R | Mutual Funds | — | — | $10.0M | 2.7% | |
| R6 Mutual Fund T Rowe Price Retirement 2050 I N/R | Mutual Funds | — | — | $9.8M | 2.6% | |
| T Rowe Price Retirement 2040 I N/R | Mutual Funds | — | — | $8.6M | 2.3% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $8.6M | 2.3% | |
| R6 Mutual Fund T Rowe Price Retirement 2035 I N/R | Mutual Funds | — | — | $7.4M | 2.0% | |
| Fidelity Advisor Strategic Income Z N/R | Mutual Funds | — | — | $6.8M | 1.8% | |
| T Rowe Price Retirement 2055 I N/R | Mutual Funds | — | — | $6.7M | 1.8% | |
| Fidelity Total Bond K6 N/R | Mutual Funds | — | — | $5.9M | 1.6% | |
| Vanguard Explorer Admiral N/R | Mutual Funds | — | — | $5.8M | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $5.7M | 1.5% | |
| Participant Loans Maturing from January 2025 through $0 | Participant loans | — | — | $5.7M | 1.5% | |
| Vanguard S&P Mid-Cap 400 Index N/R | Mutual Funds | — | — | $5.4M | 1.4% | |
| Institutional * Mutual Fund Vanguard S&P Small-Cap 600 Index N/R | Mutual Funds | — | — | $5.2M | 1.4% | |
| Institutional Mutual Fund T Rowe Price Retirement 2020 I N/R | Mutual Funds | — | — | $4.2M | 1.1% | |
| DFA U.S. Targeted Value Portfolio I N/R | Mutual Funds | — | — | $3.0M | 0.8% | |
| Vanguard S&P Mid-Cap 400 Index Instl Vanguard 0 | Mutual Funds | — | — | $3.0M | 0.8% | |
| Investment Contract 32792 Self-Directed Brokerage Schwab Self-Direct Invest Fund V N/R | Self-Directed Brokerage | — | — | $2.6M | 0.7% | |
| Index Institutional Mutual Fund T Rowe Price Retirement 2060 I N/R | Mutual Funds | — | — | $2.5M | 0.7% | |
| T Rowe Price Retirement 2015 I N/R | Mutual Funds | — | — | $1.9M | 0.5% | |
| T Rowe Price Retirement 2005 I N/R | Mutual Funds | — | — | $788K | 0.2% | |
| T Rowe Price Retirement 2010 I N/R | Mutual Funds | — | — | $681K | 0.2% | |
| T Rowe Price Retirement 2060 I N/R | Mutual Funds | — | — | $637K | 0.2% | |
| Account Self-Directed Brokerage Schwab Self-Direct Cash Fund V N/R | Self-Directed Brokerage | — | — | $625K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Account Interest Bearing Cash N/R | Cash / Money Market | — | — | $2K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $2K | <0.1% |
