Terry Townsend signed Valtronic Technologies (USA) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valtronic Technologies (USA) Inc.'s EIN is 34-1512705.
Download the official 2024 Form 5500 (PDF) for Valtronic Technologies (USA) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valtronic Technologies (USA) Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN FIXED INC GUAR OPTION Guaranteed Investment Contract | Stable Value | — | — | $1.2M | 28.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $417K | 10.0% | |
| JOHN HANCOCK DISC VAL MC R6 FD Mutual Fund ** 438 JP MORGAN LARGE CAP GR R6 FD Mutual Fund | Other securities | — | — | $368K | 8.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $327K | 7.9% | |
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $303K | 7.3% | |
| PIMCO INCOME INSTITUTIONAL FD Mutual Fund | Mutual Funds | — | — | $214K | 5.2% | |
| BLACKROCK HY PORTFOLIO K FUND Mutual Fund | Other securities | — | — | $208K | 5.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $199K | 4.8% | |
| ALLSPRING SPEC SM CP VALUE R6 Mutual Fund | Other securities | — | — | $158K | 3.8% | |
| CLEARBRIDGE INTL GRTH IS FD Mutual Fund | Other securities | — | — | $119K | 2.9% | |
| FIDELITY MID CP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $106K | 2.5% | |
| AMERICAN FUNDS NEWWORLD R6 Mutual Fund | Mutual Funds | — | — | $100K | 2.4% | |
| AM FUNDS NEW ECONOMY R6 FUND Mutual Fund | Other securities | — | — | $99K | 2.4% | |
| FIDELITY SM CAP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $82K | 2.0% | |
| JANUSHENDERSON ENTER N FUND Mutual Fund | Other securities | — | — | $76K | 1.8% | |
| VOYA SMALL CAP GROWTH R6 FUND Mutual Fund | Other securities | — | — | $48K | 1.2% | |
| AM FDS 2040 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $44K | 1.0% | |
| PARTICIPANT LOANS Maturing through July 2029 $0 | Participant loans | — | — | $33K | 0.8% | |
| AM FDS 2035 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $33K | 0.8% | |
| AM FDS 2030 TRGT DTE RTM R6 FD Mutual Fund | Other securities | — | — | $29K | 0.7% | |
| COHEN & STEERS RE EST SEC Z FD Mutual Fund | Other securities | — | — | $3K | <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 |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVS CORP | 35-1151034 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
