Kelly Hayertz signed River Valley Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
River Valley Cooperative's EIN is 42-0244210.
Download the official 2024 Form 5500 (PDF) for River Valley Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)River Valley Cooperative's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST CO., NA | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $6.3M | 14.1% | |
| ABC STABLE VALUE FUND SEI TRUST COMPANY · EIN 46-6836772 / PN 001 | Common Collective Trust | — | — | $4.8M | 10.8% | |
| VANGUARD TRGT RTMT 2050 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $4.0M | 8.9% | |
| VANGUARD TRGT RTMT 2045 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.8% | |
| VANGUARD TRGT RTMT 2025 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $2.9M | 6.5% | |
| VANGUARD TRGT RTMT 2030 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $2.8M | 6.3% | |
| WELLINGTON SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $2.5M | 5.6% | |
| VANGUARD TRGT RTMT 2040 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.6% | |
| VANGUARD TRGT RTMT 2055 TRUST II FD THE VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.1% | |
| VANGUARD TRGT RTMT 2060 TRUST II FD THE VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.5% | |
| (1) Dodge & Cox Income X Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 3.5% | |
| VANGUARD TRGT RTMT 2035 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.2% | |
| SSGA US BD IDX SL SF CL XIV PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.3M | 3.0% | |
| VANGUARD TRGT RTMT 2065 TRUST II FD THE VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| Vanguard Target Retirement Income Trust II Common Collective Trust | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| VANGUARD TRGT RTMT INC TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| MFS International Equity R6 Fund Mutual Fund | Mutual Funds | — | — | $952K | 2.2% | |
| SSgA Global All Cap Equity Ex-US Index Security Lend Fund II Common Collective Trust | Common Collective Trusts | — | — | $947K | 2.1% | |
| SSGA GL EQ EXUS IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $947K | 2.1% | |
| VANGUARD TRGT RTMT 2020 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $748K | 1.7% | |
| SSgA Russell Small Mid Cap Index Class II Common Collective Trust | Common Collective Trusts | — | — | $637K | 1.4% | |
| SSGA RUSS SM MD CP IDX SL CL II PRINCIPAL GLOBAL INVESTORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $637K | 1.4% | |
| Participant loans (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $507K | 1.1% | |
| VANGUARD TRGT RTMT 2070 TRUST II FD THE VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $194K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BOSTON, MA |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDLEMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INVESTMENT ADVISOR | $16K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED BENEFITS CORPORATION | 42-1279416 | — | PLAN ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DST ASSET MANAGER SOLUTIONS, INC. | — | KANSAS CITY, MO | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | 04-2747644 | — | NONE | $0 | — |
