Valmetal Tulare, Inc.'s EIN is 39-1336636.
Download the official 2023 Form 5500 (PDF) for Valmetal Tulare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Valmetal Tulare, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824668 | ORINDA, CA | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824865 | ORINDA, CA | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 2 *Charles Schwab Trust Bank SDBA | Mutual Funds | — | — | $4.4M | 37.4% | |
| 18 Charles Schwab Trust Bank JPMorgan Equity Income | Mutual Funds | — | — | $782K | 6.6% | |
| 13 Charles Schwab Trust Bank DFA US Targeted Value Portfolio | Mutual Funds | — | — | $619K | 5.3% | |
| 11 Charles Schwab Trust Bank American Funds American Mutual | Mutual Funds | — | — | $612K | 5.2% | |
| 10 Charles Schwab Trust Bank American Funds 2040 | Mutual Funds | — | — | $608K | 5.2% | |
| 19 Charles Schwab Trust Bank JPMorgan Large Cap Growth | Mutual Funds | — | — | $592K | 5.0% | |
| 26 Charles Schwab Trust Bank Schwab S&P 500 | Common Collective Trusts | — | — | $585K | 5.0% | |
| 16 Charles Schwab Trust Bank Hood River Small Cap Growth | Mutual Funds | — | — | $537K | 4.6% | |
| 15 Charles Schwab Trust Bank Goldman Sachs GQG Partners International | Mutual Funds | — | — | $382K | 3.2% | |
| 8 Charles Schwab Trust Bank American Funds 2050 | Mutual Funds | — | — | $351K | 3.0% | |
| 5 Charles Schwab Trust Bank American Funds 2010 | Mutual Funds | — | — | $330K | 2.8% | |
| Notes Receivable from Participants Maturing at various times through 2034 -0- | Other securities | — | — | $263K | 2.2% | |
| 17 Charles Schwab Trust Bank Janus Henderson Enterprise | Mutual Funds | — | — | $184K | 1.6% | |
| 28 Charles Schwab Trust Bank Vanguard Mid Cap | Mutual Funds | — | — | $171K | 1.5% | |
| 7 Charles Schwab Trust Bank American Funds 2030 | Mutual Funds | — | — | $158K | 1.3% | |
| 31 Charles Schwab Trust Bank Schwab Value Advantage Money Fund | Mutual Funds | — | — | $152K | 1.3% | |
| 30 Charles Schwab Trust Bank Vanguard Total International Stock | Mutual Funds | — | — | $132K | 1.1% | |
| 6 Charles Schwab Trust Bank American Funds 2020 | Mutual Funds | — | — | $124K | 1.1% | |
| 20 Charles Schwab Trust Bank Nuance Mid Cap | Mutual Funds | — | — | $120K | 1.0% | |
| 25 Charles Schwab Trust Bank Schwab Fundamental US Small Company | Mutual Funds | — | — | $112K | 1.0% | |
| 24 Charles Schwab Trust Bank PIMCO Total Return | Mutual Funds | — | — | $93K | 0.8% | |
| 29 Charles Schwab Trust Bank Vanguard Small Cap | Mutual Funds | — | — | $81K | 0.7% | |
| 4 Charles Schwab Trust Bank American Funds 2060 | Mutual Funds | — | — | $77K | 0.7% | |
| 9 Charles Schwab Trust Bank American Funds Europacific Growth | Mutual Funds | — | — | $69K | 0.6% | |
| 22 Charles Schwab Trust Bank PIMCO Income | Mutual Funds | — | — | $55K | 0.5% | |
| 14 Charles Schwab Trust Bank Dodge & Cox Income | Mutual Funds | — | — | $50K | 0.4% | |
| 23 Charles Schwab Trust Bank PIMCO Short-Term | Mutual Funds | — | — | $46K | 0.4% | |
| 21 Charles Schwab Trust Bank Permanent Portfolio I | Mutual Funds | — | — | $35K | 0.3% | |
| 12 Charles Schwab Trust Bank Cohen & Steers Realty Institutional | Mutual Funds | — | — | $28K | 0.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| 27 Charles Schwab Trust Bank Vanguard GNMA | Agency / Mortgage-Backed | — | — | $4K | <0.1% | |
| 1 *Charles Schwab Trust Bank Cash | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
