Laura Markley signed Shenandoah Valley Organic, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shenandoah Valley Organic, LLC's EIN is 45-5264169.
Download the official 2024 Form 5500 (PDF) for Shenandoah Valley Organic, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shenandoah Valley Organic, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE BANK | 62-1829917 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $467K | 16.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $346K | 12.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $322K | 11.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $234K | 8.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $229K | 8.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $217K | 7.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $169K | 6.1% | |
| Hartford Dividend and Growth | Other securities | — | — | $111K | 4.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $91K | 3.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $91K | 3.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $86K | 3.1% | |
| MFS Aggressive Growth R6 | Mutual Funds | — | — | $73K | 2.6% | |
| JP Morgan Growth Advantage | Other securities | — | — | $52K | 1.9% | |
| Columbia SmallCap Growth | Other securities | — | — | $51K | 1.8% | |
| BlackRock MidCap Growth Equity | Other securities | — | — | $42K | 1.5% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $29K | 1.1% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $26K | 0.9% | |
| MFS Growth Allocation R6 | Mutual Funds | — | — | $25K | 0.9% | |
| Participant Loans | Participant loans | — | — | $23K | 0.8% | |
| MFS Moderate Allocation R6 | Mutual Funds | — | — | $22K | 0.8% | |
| Vanguard High Yield Corporate | Mutual Funds | — | — | $16K | 0.6% | |
| Vanguard Total Int'l Stock Index | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard MidCap Index | Mutual Funds | — | — | $10K | 0.4% | |
| MFS Conservative Allocation R6 | Mutual Funds | — | — | $9K | 0.3% | |
| Fidelity Advisor Emerging Markets | Mutual Funds | — | — | $8K | 0.3% | |
| MFS MidCap Value | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $6K | 0.2% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $4K | 0.2% | |
| American Century Small Cap Val | Other securities | — | — | $4K | 0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2K | <0.1% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 000 | Common Collective Trust | — | — | $621 | <0.1% | |
| BNY Mellon International Stock | Other securities | — | — | $269 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
