Darlene Buckman signed Valley Sales, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Sales, Inc.'s EIN is 41-1492158.
Download the official 2024 Form 5500 (PDF) for Valley Sales, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | PENNINGTON, NJ | RECORDKEEPER | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mass Investors Growth Stock Fund Class A Mutual fund N/A | Other securities | — | — | $1.6M | 13.7% | |
| Self-Directed Accounts Common stock N/A | Self-Directed Brokerage | — | — | $1.5M | 12.9% | |
| Lord Abbett Income Fund A Mutual fund N/A | Mutual Funds | — | — | $1.3M | 11.1% | |
| Ishares MSCI EAFE International IDX Mutual fund N/A | Common Collective Trusts | — | — | $1.2M | 9.6% | |
| JP Morgan Government Bond Fund Mutual fund N/A | U.S. Treasuries | — | — | $1.1M | 9.5% | |
| John Hancock Disciplined R2 Mutual fund N/A | Other securities | — | — | $610K | 5.1% | |
| JP Morgan Undiscovered Managers Class R6 Mutual fund N/A | Other securities | — | — | $489K | 4.1% | |
| Allspring Discovery Midcap Class A Mutual fund N/A | Other securities | — | — | $453K | 3.8% | |
| Lazard Emerging Market R6 Mutual fund N/A | Other securities | — | — | $374K | 3.1% | |
| Janus Henderson Triton Fund Class A Mutual fund N/A | Mutual Funds | — | — | $371K | 3.1% | |
| Ishares S&P 500 Index Fund Class A Mutual fund N/A | Common Collective Trusts | — | — | $302K | 2.5% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $131K | 1.1% | |
| First Eagle Global Fund Class A Mutual fund N/A | Other securities | — | — | $92K | 0.8% | |
| Notes receivable from participants Interest rates from 4.25 - N/A | Other securities | — | — | $79K | 0.7% | |
| Macquarie High Income Fund Y Mutual fund N/A | Other securities | — | — | $68K | 0.6% | |
| Columbia Midcap Index Fund Class A Mutual fund N/A | Common Collective Trusts | — | — | $52K | 0.4% | |
| Cohen & Steers Real Estate Mutual fund N/A | Other securities | — | — | $50K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
