Brianna Nickell signed Valley Hope Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Hope Association's EIN is 48-0728186.
Download the official 2024 Form 5500 (PDF) for Valley Hope Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Hope Association's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2035K | Mutual Funds | — | — | $3.0M | 12.4% | |
| Fidelity Investments Freedom 2030K | Mutual Funds | — | — | $2.7M | 11.2% | |
| Fidelity Investments Contrafund | Mutual Funds | — | — | $2.5M | 10.3% | |
| Fidelity Investments Freedom 2040K | Mutual Funds | — | — | $2.1M | 8.8% | |
| Fidelity Investments Freedom 2025K | Mutual Funds | — | — | $1.9M | 8.0% | |
| Fidelity Investments Freedom 2020K | Mutual Funds | — | — | $1.6M | 6.8% | |
| Fidelity Investments Blue Chip Growth | Mutual Funds | — | — | $1.4M | 5.8% | |
| Fidelity Investments Freedom 2045K | Mutual Funds | — | — | $1.3M | 5.4% | |
| Fidelity Investments Freedom 2050K | Mutual Funds | — | — | $1.2M | 5.1% | |
| Fidelity Investments Freedom 2055K | Mutual Funds | — | — | $1.1M | 4.5% | |
| Collective Trust Fund * Fidelity Investments Managed Income Portfolio II Class 1 | Common Collective Trusts | — | — | $789K | 3.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $789K | 3.3% | |
| T. Rowe Price TRP DIV Growth ADV | Other securities | — | — | $578K | 2.4% | |
| Fidelity Investments Freedom 2015K | Mutual Funds | — | — | $564K | 2.4% | |
| s * Fidelity Investments Puritan | Mutual Funds | — | — | $465K | 1.9% | |
| Interest-bearing Cash * Fidelity Investments Government Money Market | Mutual Funds | — | — | $424K | 1.8% | |
| Notes Receivable From Participants * Participant notes receivable Promissory notes, maturities ranging through 2032, interest rates 4.25% to 9.5% | Bonds / Notes | — | — | $395K | 1.6% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $366K | 1.5% | |
| American Funds AF Amer Mutual R4 | Mutual Funds | — | — | $309K | 1.3% | |
| Fidelity Investments Freedom 2060K | Mutual Funds | — | — | $243K | 1.0% | |
| Fidelity Investments Diversified Intl | Mutual Funds | — | — | $168K | 0.7% | |
| Fidelity Investments Freedom 2010K | Mutual Funds | — | — | $160K | 0.7% | |
| Principal Investments PIF Small Cap R5` | Other securities | — | — | $135K | 0.6% | |
| Fidelity Investments Freedom 2065K | Mutual Funds | — | — | $118K | 0.5% | |
| Fidelity Investments Low Priced Stock | Mutual Funds | — | — | $100K | 0.4% | |
| Fidelity Investments GNMA | Agency / Mortgage-Backed | — | — | $71K | 0.3% | |
| Fidelity Investments US Bond IDX | Common Collective Trusts | — | — | $66K | 0.3% | |
| Fidelity Investments Mid Cap IDX | Common Collective Trusts | — | — | $49K | 0.2% | |
| Fidelity Investments Freedom K | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Investments Mid Cap Stock | Mutual Funds | — | — | $37K | 0.2% | |
| Freedom 2070 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
