VU TRAN signed Valicor Environmental Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valicor Environmental Services, LLC's EIN is 31-1047208.
Download the official 2024 Form 5500 (PDF) for Valicor Environmental Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valicor Environmental Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWER WATSON INVESTMENT SERVICES IN |
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 | |||||
|---|---|---|---|---|---|---|
| American Century One Choice 2035 R6 282,437 | Other securities | — | — | $2.8M | 12.5% | |
| BLACKROCK RUSSELL 1000 GROWTH R AST WILMINGTON TRUST · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $2.0M | 8.9% | |
| BLACKROCK EQUITY INDEX FUND R AST WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| American Century One Choice 2030 R6 151,173 | Other securities | — | — | $1.6M | 7.4% | |
| PGIM Total Return Bond Z 111,973 | Other securities | — | — | $1.3M | 5.9% | |
| BLACKROCK RUSSELL 1000 VALUE R AST WILMINGTON TRUST · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| Fidelity Advisor International Growth Z 57,609 | Mutual Funds | — | — | $1.1M | 5.1% | |
| American Century One Choice 2050 R6 83,069 | Other securities | — | — | $1.0M | 4.7% | |
| American Century One Choice 2045 R6 88,126 | Other securities | — | — | $887K | 4.0% | |
| American Century One Choice 2040 R6 75,169 | Other securities | — | — | $855K | 3.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $788K | 3.5% | |
| American Century One Choice 2025 R6 83,229 | Other securities | — | — | $782K | 3.5% | |
| American Century One Choice 2060 R6 48,998 | Other securities | — | — | $759K | 3.4% | |
| American Century One Choice 2055 R6 47,145 | Other securities | — | — | $637K | 2.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R AST WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $445K | 2.0% | |
| Janus Henderson Triton N 13,878 | Mutual Funds | — | — | $382K | 1.7% | |
| American Century One Choice in Retire R6 38,293 | Other securities | — | — | $355K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND AST WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $355K | 1.6% | |
| Blackrock Mid-Cap Growth Equity K 7,694 | Other securities | — | — | $335K | 1.5% | |
| Janus Henderson High-Yield N 35,815 | Mutual Funds | — | — | $263K | 1.2% | |
| Franklin Small Cap Value R6 3,719 | Mutual Funds | — | — | $224K | 1.0% | |
| Dreyfus Government Cash Management Installation 162,608 | Mutual Funds | — | — | $163K | 0.7% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value R6 3,112 | Other securities | — | — | $149K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $58K |
| — |
