Ashley Curtis signed Valley Joist, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Joist, LLC's EIN is 63-1106232.
Download the official 2024 Form 5500 (PDF) for Valley Joist, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Joist, LLC'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISORY | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account -Lngpa Common Collective Trust | Stable Value | — | — | $1.2M | 21.7% | |
| Nuveen Lifecycle Index 2040 Mutual Fund | Mutual Funds | — | — | $652K | 11.9% | |
| Nuveen Lifecycle Index 2025 Mutual Fund | Mutual Funds | — | — | $563K | 10.3% | |
| Nuveen Lifecycle Index 2035 Mutual Fund | Mutual Funds | — | — | $530K | 9.7% | |
| Nuveen Lifecycle Index 2065 Mutual Fund | Mutual Funds | — | — | $519K | 9.4% | |
| Nuveen Lifecycle Index 2030 Mutual Fund | Mutual Funds | — | — | $388K | 7.1% | |
| Nuveen Lifecycle Index 2020 Mutual Fund | Mutual Funds | — | — | $334K | 6.1% | |
| Nuveen Lifecycle Index 2050 Mutual Fund | Mutual Funds | — | — | $278K | 5.1% | |
| Nuveen Lifecycle Index 2060 Mutual Fund | Mutual Funds | — | — | $259K | 4.7% | |
| Nuveen Lifecycle Index 2045 Mutual Fund | Mutual Funds | — | — | $201K | 3.7% | |
| Nuveen Lifecycle Index 2055 Mutual Fund | Mutual Funds | — | — | $158K | 2.9% | |
| to 10.50%; various maturity dates | Bonds / Notes | — | — | $152K | 2.8% | |
| Vanguard Selected Value Investor Shares Mutual Fund 589 Vanguard Small Cap Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $62K | 1.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $44K | 0.8% | |
| Nuveen Lifecycle Index Retirement Income Mutual Fund | Mutual Funds | — | — | $34K | 0.6% | |
| Vanguard Growth Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Janus Henderson Enterprise Class N Mutual Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Janus Henderson Global Equity Inc Class N Mutual Fund | Mutual Funds | — | — | $14K | 0.3% | |
| American Funds Capital World Bond Class R6 Mutual Fund 336 American Funds New World Class R6 Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Value Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| American Funds American Balanced Class R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco Intl Small Mid Comp Class R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Bond Of America Class R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Intl Cap Appreciation Class Z Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Baird Short Term Bond Institutional Class Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT | 45-4084437 | — | ACCOUNTING | $21K | — |
