Nicholas Brown signed Semper Valens Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Semper Valens Solutions, Inc.'s EIN is 46-4750154.
Download the official 2024 Form 5500 (PDF) for Semper Valens Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Semper Valens Solutions, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.3M | 20.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $707K | 10.9% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $676K | 10.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $542K | 8.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $455K | 7.0% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $421K | 6.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $407K | 6.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $253K | 3.9% | |
| LARGE CAP GROWTH II - I1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $231K | 3.6% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $192K | 3.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $175K | 2.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $132K | 2.0% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $118K | 1.8% | |
| SMALL CAP GROWTH FUND - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $117K | 1.8% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $110K | 1.7% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $100K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $87K | 1.3% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $51K | 0.8% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $51K | 0.8% | |
| EMERGING MARKETS FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $48K | 0.7% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $46K | 0.7% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $40K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $36K | 0.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $33K | 0.5% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $24K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $22K | 0.3% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $15K | 0.2% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $9K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $6K | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
