Form 5500 Search
Back to filter
Original filing (PDF)20240215105719NAL0026692515001

VALLEY PROTEINS, LLC

Form 5500
FILING_RECEIVED
VALLEY PROTEINS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY PROTEINS, LLC.
Plan sponsor
Name
VALLEY PROTEINS, LLC
EIN
54-0606187
Address
P.O. BOX 3588 · 151 VAL PRO DRIVE · WINCHESTER, VA · 22603
Phone
(540) 877-2092
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-04-17
Filed
2024-02-15
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WILSHIRE ADVISORS LLC95-2755361INVESTMENT ADVISORY$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR-$200

Investments

11 pooled funds· $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.

InvestmentTypeCurrent value% of plan
GALLIARD STABLE RETURN PN
SEI TRUST COMPANY · EIN 41-6202499 / PN 001
Common Collective Trust
$0
PRIN/BR S&P 500 INDEX CIT N
SEI TRUST COMPANY · EIN 94-3224211 / PN 001
Common Collective Trust
$0
PRIN/MULTI SM CAP CIT N
SEI TRUST COMPANY · EIN 45-6648658 / PN 001
Common Collective Trust
$0
PRIN/BR S&P MID INDEX CIT N
SEI TRUST COMPANY · EIN 52-2265235 / PN 001
Common Collective Trust
$0
PRIN/BR INTL EQ INDX CIT TR
SEI TRUST COMPANY · EIN 52-2265229 / PN 001
Common Collective Trust
$0
PRIN/BR LG CAP GROWTH CIT TR
SEI TRUST COMPANY · EIN 52-2265232 / PN 001
Common Collective Trust
$0
PRIN/BR LG CAP VALUE CIT TR
SEI TRUST COMPANY · EIN 52-2265227 / PN 001
Common Collective Trust
$0
PRIN/BR RUSS 2000 I CIT TR
SEI TRUST COMPANY · EIN 52-2265233 / PN 001
Common Collective Trust
$0
SHORT-TERM INV FUND A TR
SEI TRUST COMPANY · EIN 41-6292499 / PN 001
Common Collective Trust
$0
PRIN/BR AGG BD INDEX CIT TR
SEI TRUST COMPANY · EIN 20-5699010 / PN 001
Common Collective Trust
$0
PRIN/TROWE PRICE INST LCG MGD CIT F
SEI TRUST COMPANY · EIN 94-9907364 / PN 001
Common Collective Trust
$0

Related plans