David Falls signed VME Process, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VME Process, Inc.'s EIN is 75-2857449.
Download the official 2022 Form 5500 (PDF) for VME Process, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)VME Process, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | — | AUSTIN, TX | INVESTMENT MGMT | $32K | — |
| JULY BUSINESS SERVICES, LLC | 74-2715820 | — | RECORD-KEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Sh | Common Collective Trusts | — | — | $668K | 12.7% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $367K | 7.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $328K | 6.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $284K | 5.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $275K | 5.2% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $270K | 5.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $264K | 5.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $255K | 4.8% | |
| Oakmark Global I | Other securities | — | — | $244K | 4.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $239K | 4.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $219K | 4.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $218K | 4.1% | |
| maturing through October 2035 | Other securities | — | — | $194K | 3.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $183K | 3.5% | |
| Vanguard Total Bond Market Index Fund Admiral Sh | Common Collective Trusts | — | — | $175K | 3.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $165K | 3.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $162K | 3.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $157K | 3.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $115K | 2.2% | |
| Calamos Market Neutral Income Instl | Other securities | — | — | $111K | 2.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Instl | Mutual Funds | — | — | $94K | 1.8% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $79K | 1.5% | |
| Vanguard Short-Term Bond Index Admiral Shares | Mutual Funds | — | — | $79K | 1.5% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $78K | 1.5% | |
| Icon Funds ICON Natural Resources Fund Institutional | Other securities | — | — | $33K | 0.6% | |
| Schwab Interest bearing cash | Mutual Funds | — | — | $15K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
