Kelly Hayertz signed Central Valley AG's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Valley AG's EIN is 47-0834827.
Download the official 2024 Form 5500 (PDF) for Central Valley AG from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Valley AG's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TCW MetWest Total Return Bond Fund Class I Mutual Fund 433,145 shares | Other securities | — | $4.4M | $3.9M | 13.4% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $3.7M | $3.9M | 13.4% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $3.6M | $3.9M | 13.2% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $1.2M | $2.7M | 9.1% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $896K | $1.8M | 6.1% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 401,971 shares | Mutual Funds | — | $2.0M | $1.8M | 6.0% | |
| Fidelity Real Estate Index Fund Mutual Fund 106,735 shares | Common Collective Trusts | — | $1.6M | $1.8M | 6.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $949K | $1.5M | 5.3% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 160,747 shares | Other securities | — | $1.2M | $1.2M | 4.3% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 148,969 shares | Mutual Funds | — | $1.3M | $1.2M | 4.1% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $730K | $1.2M | 4.0% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 20,483 shares | Mutual Funds | — | $1.1M | $1.1M | 3.8% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $545K | $880K | 3.0% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $339K | $785K | 2.7% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $532K | $777K | 2.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 53,505 shares | Common Collective Trusts | — | $553K | $582K | 2.0% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $300K | $300K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
