Joseph Heisdorf signed Mid Valley Disposal, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid Valley Disposal, Inc.'s EIN is 77-0450019.
Download the official 2024 Form 5500 (PDF) for Mid Valley Disposal, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid Valley Disposal, 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors-R2 Mutual Fund | Mutual Funds | — | — | $1.3M | 15.0% | |
| American Funds Capital World Growth & Income Fund-R2 Mutual Fund | Mutual Funds | — | — | $919K | 10.3% | |
| American Funds 2025 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $824K | 9.2% | |
| American Funds Growth Fund of America-R2 Mutual Fund | Mutual Funds | — | — | $743K | 8.3% | |
| American Funds Small Cap World Fund-R2 Mutual Fund | Mutual Funds | — | — | $586K | 6.6% | |
| American Funds New Perspective Fund-R2 Mutual Fund | Mutual Funds | — | — | $505K | 5.7% | |
| American Funds New World Fund-R2 Mutual Fund | Mutual Funds | — | — | $502K | 5.6% | |
| American Funds Euro Pacific Growth Fund-R2 Mutual Fund | Mutual Funds | — | — | $309K | 3.5% | |
| Franklin Small Cap Value Fund (R) Mutual Fund | Mutual Funds | — | — | $282K | 3.2% | |
| American Funds 2020 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $266K | 3.0% | |
| American Funds 2045 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $256K | 2.9% | |
| American International Growth & Inc Fund-R2 Mutual Fund | Common Stocks | — | — | $255K | 2.9% | |
| American Funds 2035 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $247K | 2.8% | |
| American Funds American Mutual Fund-R2 Mutual Fund | Mutual Funds | — | — | $234K | 2.6% | |
| American Funds Investment Company of America-R2 Mutual Fund | Mutual Funds | — | — | $205K | 2.3% | |
| American Funds AMCAP Fund-R2 Mutual Fund | Mutual Funds | — | — | $189K | 2.1% | |
| American Funds 2040 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $183K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $178K | 2.0% | |
| American Funds Bond Fund of America-R2 Mutual Fund | Mutual Funds | — | — | $153K | 1.7% | |
| CUNA Mutual Guaranteed Account DAGA Contract | Other securities | — | — | $143K | 1.6% | |
| American Funds 2050 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $137K | 1.5% | |
| American Funds 2030 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $102K | 1.1% | |
| American Funds Income Fund of America-R2 Mutual Fund | Mutual Funds | — | — | $86K | 1.0% | |
| American Funds American Balanced Fund-R2 Mutual Fund | Mutual Funds | — | — | $62K | 0.7% | |
| American Funds American High Income Trust-R2 Mutual Fund | Mutual Funds | — | — | $60K | 0.7% | |
| American Funds Capital World Bond Fund-R2 Mutual Fund | Mutual Funds | — | — | $53K | 0.6% | |
| American Funds Capital Income Builder-R2 Mutual Fund | Mutual Funds | — | — | $42K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| Invesco International Bond Fund R Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $17K | 0.2% | |
| American Funds Global Balanced R2 Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund-R2 Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Federal Money Market Inv Cash Account | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
