KATE Wentworth signed Validus Senior Living Management Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Validus Senior Living Management Company, LLC's EIN is 46-1927635.
Download the official 2024 Form 5500 (PDF) for Validus Senior Living Management Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Validus Senior Living Management Company, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $128K | 11.6% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $124K | 11.3% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $120K | 11.0% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $119K | 10.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $110K | 10.0% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $84K | 7.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $76K | 6.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $71K | 6.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $54K | 5.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $27K | 2.5% | |
| JP Morgan Large Cap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $27K | 2.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $25K | 2.3% | |
| Hartford Core Equity R6 Fund Registered Investment Company | Common Stocks | — | — | $23K | 2.1% | |
| Maturing through July 2035 | Other securities | — | — | $18K | 1.7% | |
| Western Asset Core Plus Bond IS Fund Registered Investment Company | Common Stocks | — | — | $13K | 1.1% | |
| American Funds New Perspective R6 Fund Registered Investment Company | Mutual Funds | — | — | $11K | 1.0% | |
| Franklin Small Cap Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $10K | 0.9% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $9K | 0.8% | |
| American Century Emerging Markets R6 Fund Registered Investment Company | Common Stocks | — | — | $8K | 0.8% | |
| JP Morgan International Equity R6 Fund Registered Investment Company | Common Stocks | — | — | $7K | 0.7% | |
| MFS Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $5K | 0.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $5K | 0.5% | |
| American Century Small Cap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $5K | 0.4% | |
| Registered Investment Companies BlackRock High Yield Bond K Fund Registered Investment Company | Common Stocks | — | — | $5K | 0.4% | |
| Allspring Special Mid Cap Value R6 Fund Registered Investment Company | Common Stocks | — | — | $3K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $3K | 0.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3K | 0.2% | |
| Hartford MidCap R6 Fund Registered Investment Company | Common Stocks | — | — | $2K | 0.2% | |
| Pooled Separated Accounts * RPrincipal Life Insurance Company Principal LifeTime Strategic Income Separate Account | Pooled Separate Accounts | — | — | $2K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $2K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1 | <0.1% |
