Victoria Kozera signed Delaval Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delaval Inc.'s EIN is 39-1924400.
Download the official 2024 Form 5500 (PDF) for Delaval Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delaval Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | PLAN ADMINISTRATOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.3M | 17.4% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $1.9M | 14.5% | |
| MFS INTL GROWTH R4 Mutual Fund | Mutual Funds | — | — | $1.3M | 10.1% | |
| JPM CORE BD PLUS I Mutual Fund | Other securities | — | — | $1.2M | 9.5% | |
| NB LG CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 8.4% | |
| AF TRGT DATE 2030 R6 Mutual Fund | Other securities | — | — | $731K | 5.5% | |
| DFA EMERGING MKTS I Mutual Fund | Mutual Funds | — | — | $724K | 5.5% | |
| AS SPL MID CP VAL IS Mutual Fund | Other securities | — | — | $585K | 4.4% | |
| MFS MID CAP GRTH R4 Mutual Fund | Mutual Funds | — | — | $559K | 4.2% | |
| PIMCO INCOME INST Mutual Fund 148 BARON SMALL CAP R6 Mutual Fund | Mutual Funds | — | — | $539K | 4.1% | |
| AF TRGT DATE 2025 F6 Mutual Fund | Other securities | — | — | $441K | 3.3% | |
| MFS NEW DISC VAL R4 Mutual Fund | Mutual Funds | — | — | $368K | 2.8% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $348K | 2.6% | |
| AF TRGT DATE 2040 R6 Mutual Fund | Other securities | — | — | $315K | 2.4% | |
| AF TRGT DATE 2035 R6 Mutual Fund | Other securities | — | — | $222K | 1.7% | |
| dates through December 2029 | Other securities | — | — | $165K | 1.3% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $146K | 1.1% | |
| AF TRGT DATE 2045 R6 Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| AF TRGT DATE 2065 R6 Mutual Fund | Other securities | — | — | $27K | 0.2% | |
| AF TRGT DATE 2060 R6 Mutual Fund | Other securities | — | — | $24K | 0.2% | |
| AF TRGT DATE 2050 F6 Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| FID GOV CASH RESERVE Mutual Fund 185 * FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $13K | 0.1% | |
| AF TRGT DATE 2010 R6 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| PGIM ST CORP BOND R6 Mutual Fund | Common Stocks | — | — | $5K | <0.1% | |
| BLKRK INFL PRO BD K Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| AF TRGT DATE 2020 R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| AF TRGT DATE 2055 R6 Mutual Fund 535 COL SM CAP INDEX I Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
