NATE P. Scott signed Valley View Bancshares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley View Bancshares, Inc.'s EIN is 48-0804902.
Download the official 2024 Form 5500 (PDF) for Valley View Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley View Bancshares, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, L.C. | — | WICHITA, KS | RECORDKEEPER | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $31.0M | 44.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.1M | 42.7% | |
| BENEFIT FCI LIFE STRAT MOD GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 017 | Common Collective Trust | — | — | $22.1M | 31.4% | |
| BENEFIT FCI LIFE STRATEGY GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 018 | Common Collective Trust | — | — | $5.5M | 7.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.4M | 7.7% | |
| BENEFIT FCI LIFE STRAT CONSERV GROW BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 016 | Common Collective Trust | — | — | $2.9M | 4.2% | |
| [Assets held in participant loans] | Other | — | — | $1.3M | 1.9% | |
| BENEFIT FCI LIFE STRAT AGGR GROWTH BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 077 | Common Collective Trust | — | — | $455K | 0.6% |
