Kaitlin Brinlee signed Grass Valley USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grass Valley USA, LLC's EIN is 27-3715541.
Download the official 2024 Form 5500 (PDF) for Grass Valley USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grass Valley USA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.1M | 22.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $5.0M | 13.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $3.9M | 10.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.4M | 9.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.2M | 8.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 5.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 3.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $995K | 2.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $966K | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $743K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $553K | 1.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $522K | 1.4% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $489K | 1.4% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $419K | 1.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $318K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $300K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $142K | 0.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $141K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $136K | 0.4% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $37K | 0.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $30K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $24K | <0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $23K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | <0.1% | |
| COL SM CAP V FUND II I3 | Registered Investment Companies | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
