Julie Laufenberg signed Viaflex, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Viaflex, Inc.'s EIN is 61-1895716.
Download the official 2024 Form 5500 (PDF) for Viaflex, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Viaflex, Inc.'s plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | ARLINGTON, VA | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BRANDYWINE TGT 2030 ALTA TRUST COMPANY · EIN 92-2195232 / PN 001 | Common Collective Trust | — | — | $4.8M | 14.7% | |
| BRANDYWINE TGT 2040 ALTA TRUST COMPANY · EIN 92-3660303 / PN 001 | Common Collective Trust | — | — | $4.4M | 13.5% | |
| Fidelity | Mutual Funds | — | — | $4.0M | 12.1% | |
| BRANDYWINE TGT 2050 ALTA TRUST COMPANY · EIN 92-3648481 / PN 001 | Common Collective Trust | — | — | $3.1M | 9.3% | |
| PIMCO | Mutual Funds | — | — | $2.1M | 6.5% | |
| Pioneer | Other securities | — | — | $2.1M | 6.3% | |
| Fidelity | Mutual Funds | — | — | $1.8M | 5.5% | |
| PIMCO | Mutual Funds | — | — | $1.8M | 5.5% | |
| BRANDYWINE TGT 2060 ALTA TRUST COMPANY · EIN 92-3648429 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.3% | |
| JP Morgan | Other securities | — | — | $1.3M | 3.9% | |
| Participants | Other securities | — | — | $1.1M | 3.4% | |
| Dodge & Cox | Mutual Funds | — | — | $1.1M | 3.3% | |
| BRANDYWINE TGT RET ALTA TRUST COMPANY · EIN 92-3660534 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Putnam | Mutual Funds | — | — | $862K | 2.6% | |
| PIMCO | Mutual Funds | — | — | $550K | 1.7% | |
| Various | Other securities | — | — | $363K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $329K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $281K | 0.9% | |
| Fidelity | Mutual Funds | — | — | $201K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $176K | 0.5% | |
| US ASSET MODERATE BENEFIT TRUST COMPANY · EIN 83-6320070 / PN 319 | Common Collective Trust | — | — | $0 | <0.1% | |
| US ASSET AGGRESSIVE BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 320 | Common Collective Trust | — | — | $0 | <0.1% | |
| US ASSET CONSERV BENEFIT TRUST COMPANY · EIN 83-6320070 / PN 318 | 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.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | AUSTIN, TX | ADVISOR | $10K | — |
