Pleasant Valley Corporation's EIN is 27-0901655.
Download the official 2024 Form 5500 (PDF) for Pleasant Valley Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pleasant Valley Corporation's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GUY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.1M | 24.4% | |
| INDEXSELECT MODERATE 2045 FUND CL1 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.6M | 19.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.5M | 17.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $619K | 7.2% | |
| Large Cap Growth Fund IV Fee Class R1 Common Collective Trust | Common Collective Trusts | — | — | $459K | 5.3% | |
| LARGECAP GROWTH FUND IV FEE CLASSR1 GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $459K | 5.3% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $444K | 5.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $384K | 4.4% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GUY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $144K | 1.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $140K | 1.6% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $127K | 1.5% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract | Stable Value | — | — | $101K | 1.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $70K | 0.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $58K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $51K | 0.6% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $44K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $30K | 0.3% | |
| CORE PLUS BOND FUND CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $29K | 0.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GUY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $28K | 0.3% | |
| SMALL CAP VALUE FUND II FEE CLASSR1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $17K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $14K | 0.2% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $13K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $9K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GUY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $8K | <0.1% | |
| Indexselect Growth Retirement Fund CL I Common Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $6K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $4K | <0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $21K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES | 34-1310124 | NEW PHILADELPHIA, OH | TPA | $3K | — |
