Edward Rojas signed Valor IT Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valor IT Inc.'s EIN is 26-0085059.
Download the official 2024 Form 5500 (PDF) for Valor IT Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valor IT Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHENGE RETIREMENT PLANNERS LLC | 82-4032869 | LOS ANGELES, CA | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $737K | 27.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $356K | 13.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $341K | 12.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $189K | 7.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $175K | 6.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $167K | 6.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $152K | 5.6% | |
| Notes Receivable from Participants Interest rate from 4.5% to 9.5%. - | Bonds / Notes | — | — | $124K | 4.5% | |
| Vanguard Target Retirement 2020 Fund ** 870 Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $85K | 3.1% | |
| Money Market Fund Vanguard Federal Money Market Fund | Mutual Funds | — | — | $71K | 2.6% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $60K | 2.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $57K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $45K | 1.7% | |
| iShares Russell Mid-Cap Index Fund Institutional shares ** 71 Vanguard Dividend Appreciation Index Fund Admiral Shares | Mutual Funds | — | — | $44K | 1.6% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $26K | 1.0% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $25K | 0.9% | |
| Vanguard Windsor Fund Admiral Shares | Mutual Funds | — | — | $23K | 0.8% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral shares | Common Collective Trusts | — | — | $5K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | 0.2% | |
| American Funds American Funds Moderate Growth and Income Portfolio Class R-6 ** 661 American Funds American Funds Growth and Income Portfolio Class R-5 | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | 0.1% | |
| American Funds American Funds The Income Fund of America Class R-5 ** 86 Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | 0.1% | |
| Vanguard Target Retirement 2070 Fund ** 344 Vanguard Large Cap Index Fund Admiral Shares ** 201 Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| AMG GW&K Core Bond ESG Fund - Class I | Other securities | — | — | $2K | <0.1% | |
| American Funds American Funds Capital Income Builder Class R-5 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $10K | — |
