Kelli Adams signed Valir Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valir Health, LLC's EIN is 73-1577996.
Download the official 2024 Form 5500 (PDF) for Valir Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valir Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | TRUSTEE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | AUDITOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST - MANAG BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $13.2M | 70.3% | |
| Common collective trusts * BOKF, N.A. BOK Financial Retirement 2040 N/A | Common Collective Trusts | — | — | $4.2M | 22.3% | |
| BOKF, N.A. BOK Financial Retirement 2030 N/A | Other securities | — | — | $3.9M | 20.6% | |
| BOKF, N.A. BOK Financial Retirement 2050 N/A | Other securities | — | — | $2.4M | 13.1% | |
| BOKF, N.A. BOK Financial Retirement 2060 N/A | Other securities | — | — | $1.3M | 7.0% | |
| T. Rowe Price T Rowe Price Gwth Stk-I N/A | Mutual Funds | — | — | $1.3M | 6.7% | |
| Fidelity 500 Indx-Inst Prem N/A | Mutual Funds | — | — | $1.0M | 5.5% | |
| BOKF, N.A. BOK Financial Retirement 2020 N/A | Other securities | — | — | $839K | 4.5% | |
| T. Rowe Price T Rowe Price New Horizons N/A | Mutual Funds | — | — | $639K | 3.4% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $537K | 2.9% | |
| Vanguard S/C Indx-Adm N/A | Mutual Funds | — | — | $372K | 2.0% | |
| John Hancock John Hancock III Ds Mc R6 N/A | Other securities | — | — | $366K | 2.0% | |
| Notes receivable from participants Maturing 2025 - 2030 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $340K | 1.8% | |
| BOKF, N.A. BOK Financial Retirement Conservative N/A | Other securities | — | — | $319K | 1.7% | |
| MFS Val-R6 N/A | Mutual Funds | — | — | $275K | 1.5% | |
| Vanguard M/C Index-Adm N/A | Mutual Funds | — | — | $233K | 1.2% | |
| MFS Intl New Discovery-R6 N/A | Mutual Funds | — | — | $146K | 0.8% | |
| BOKF, N.A. BOK Financial Strategic International N/A | Other securities | — | — | $137K | 0.7% | |
| JPMorgan JPM Small Cap Value-R6 N/A | Other securities | — | — | $112K | 0.6% | |
| Vanguard REIT Indx-Adm N/A | Mutual Funds | — | — | $76K | 0.4% | |
| BOKF, N.A. BOK Financial Retirement 2070 N/A | Other securities | — | — | $65K | 0.3% | |
| Pimco Real Ret Bond-Inst N/A | U.S. Treasuries | — | — | $38K | 0.2% | |
| Federated Hermes HI Yld Bd - R6 N/A | Other securities | — | — | $36K | 0.2% | |
| Metropolitan West Funds Metropolitan West T/R Bd-P N/A | Other securities | — | — | $29K | 0.2% | |
| BOKF, N.A. BOK Financial Retirement Income III N/A | Other securities | — | — | $15K | <0.1% | |
| BOKF, N.A. BOK Financial Strategic Alternatives N/A | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
