Todd Wihlm signed Crystal Valley Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crystal Valley Cooperative's EIN is 41-0208969.
Download the official 2024 Form 5500 (PDF) for Crystal Valley Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crystal Valley Cooperative's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | RETAINED BY EMPLOYER | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral (1) | Common Collective Trusts | — | — | $5.5M | 20.8% | |
| MainStay Funds Wlw Large Cap Growth R6 (1) | Other securities | — | — | $2.4M | 9.2% | |
| Vanguard Sm Cap Index Fd Adm (1) | Mutual Funds | — | — | $2.4M | 9.2% | |
| PIMCO Total Return Instl (1) | Mutual Funds | — | — | $2.1M | 7.9% | |
| Vanguard Intl Growth Fund Adm (1) | Mutual Funds | — | — | $2.0M | 7.8% | |
| Vanguard Windsor II (Admiral) (1) | Mutual Funds | — | — | $1.5M | 5.6% | |
| Vanguard Total Bond Market Index Admiral (1) | Mutual Funds | — | — | $1.2M | 4.5% | |
| Vanguard Total Int Idx Adm (1) | Common Collective Trusts | — | — | $1.0M | 3.8% | |
| T. Rowe Price Mid-Cap Growth (1) | Other securities | — | — | $892K | 3.4% | |
| Vanguard Explorer Fund Adm (1) | Mutual Funds | — | — | $822K | 3.1% | |
| Wells Fargo Spec SC Val Inst (1) | Other securities | — | — | $723K | 2.7% | |
| American Funds Target 2060 Fund R6 (1) | Mutual Funds | — | — | $695K | 2.6% | |
| Vanguard Wellington Fund Adml (1) | Mutual Funds | — | — | $604K | 2.3% | |
| Vanguard Inf-Prot Secs Admiral (1) | Mutual Funds | — | — | $498K | 1.9% | |
| American Funds Target 2045 Fund R6 (1) | Mutual Funds | — | — | $460K | 1.7% | |
| John Hancock Stable Value Guaranteed Inc. (1) | Stable Value | — | — | $447K | 1.7% | |
| JP Morgan Mid Cap Value I (1) | Other securities | — | — | $425K | 1.6% | |
| American Funds Target 2055 Fund R6 (1) | Mutual Funds | — | — | $414K | 1.6% | |
| Participant Loans Interest Rates 4.25% to 9.50% 0 | Bonds / Notes | — | — | $367K | 1.4% | |
| American Funds Target 2040 Fund R6 (1) | Mutual Funds | — | — | $337K | 1.3% | |
| American Funds Target 2050 Fund R6 (1) | Mutual Funds | — | — | $317K | 1.2% | |
| American Funds Target 2030 Fund R6 (1) | Mutual Funds | — | — | $305K | 1.2% | |
| American Funds Balanced Fund R6 (1) | Mutual Funds | — | — | $272K | 1.0% | |
| American Funds Target 2025 Fund R6 (1) | Mutual Funds | — | — | $222K | 0.8% | |
| American Funds Target 2035 Fund R6 (1) | Mutual Funds | — | — | $192K | 0.7% | |
| John Hancock Bond Fund R6 (1) | Other securities | — | — | $119K | 0.5% | |
| Baird Aggregate Bond Fund Inv (1) | Other securities | — | — | $37K | 0.1% | |
| American Funds Target 2020 Fund R6 (1) | Mutual Funds | — | — | $37K | 0.1% | |
| American Funds Target 2010 Fund R6 (1) | Mutual Funds | — | — | $7K | <0.1% | |
| JP Morgan US Govt Money Market (1) | Cash / Money Market | — | — | $4K | <0.1% | |
| American Funds Target 2015 Fund R6 (1) | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
