KRIS Burkey signed Cedar Valley Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cedar Valley Services, Inc.'s EIN is 41-0870082.
Download the official 2024 Form 5500 (PDF) for Cedar Valley Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cedar Valley Services, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| COTA STREET MANAGED BLEND DECUM I GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $4.0M | 36.2% | |
| COTA STREET MANAGED BLEND ACCUM I GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $1.8M | 16.0% | |
| COTA STREET MANAGED FIXED INCOME GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $891K | 8.0% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $880K | 7.9% | |
| COTA STREET MANAGED EQUITY DECUMULA AST WILMINGTON TRUST · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $737K | 6.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $530K | 4.8% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $256K | 2.3% | |
| COTA STREET MANAGED FIXED INCOME GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $228K | 2.1% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $204K | 1.8% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $180K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $167K | 1.5% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $160K | 1.4% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $136K | 1.2% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $125K | 1.1% | |
| Empower Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $121K | 1.1% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $116K | 1.0% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $110K | 1.0% | |
| Franklin Small Cap Value | Mutual Funds | — | — | $101K | 0.9% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $66K | 0.6% | |
| BlackRock iShares Short-Term Tips Bond Index | Other securities | — | — | $64K | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $57K | 0.5% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $55K | 0.5% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $55K | 0.5% | |
| COHEN & STEERS US REALTY FUND CLASS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Freedom Index | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2015 Premier | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $6K | — |
