Michelle Brunetti signed Valley Children's Specialty Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Children's Specialty Medical Group's EIN is 77-0450620.
Download the official 2024 Form 5500 (PDF) for Valley Children's Specialty Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Children's Specialty Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.6M | 11.6% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $13.6M | 11.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $11.1M | 9.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.9M | 9.2% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.3M | 7.1% | |
| Vanguard TL Stk Mkt IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $6.8M | 5.7% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.2M | 5.3% | |
| American Century CENT GROWTH R6 FUND Registered Investment Company | Common Stocks | — | — | $4.7M | 4.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.2M | 3.6% | |
| Vanguard Info Tech IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $3.5M | 3.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.8M | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.7M | 2.3% | |
| Vanguard Midcap VAL IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $2.3M | 2.0% | |
| Vanguard Treasury MM INV FD Registered Investment Company | Mutual Funds | — | — | $2.3M | 1.9% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.7M | 1.4% | |
| JP MORGAN LRG CAP VALUE R6 FD Registered Investment Company | Common Stocks | — | — | $1.6M | 1.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.5M | 1.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.5M | 1.3% | |
| General Principal Fixed Income Guaranteed investment contract | Stable Value | — | — | $1.5M | 1.3% | |
| Vanguard TTL BD Mkt IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| MFS INTERNTL EQUITY R6 FUND Registered Investment Company | Mutual Funds | — | — | $1.2M | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.1M | 0.9% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.0M | 0.9% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $936K | 0.8% | |
| Vanguard TTL INTL Stk IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $888K | 0.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $870K | 0.7% | |
| The American Funds Registered Investment Company | Mutual Funds | — | — | $765K | 0.7% | |
| Vanguard Int-Tm Bd IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $750K | 0.6% | |
| DFA Infl Protected SEC I FD Registered Investment Company | Mutual Funds | — | — | $645K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $535K | 0.5% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $532K | 0.5% | |
| Vanguard Total Wld St IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $522K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $519K | 0.4% | |
| Vanguard Dev Mkts Index ADM FD Registered Investment Company | Mutual Funds | — | — | $496K | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $478K | 0.4% | |
| Calvert US LG CAP RSP IDX I FD Registered Investment Company | Common Collective Trusts | — | — | $457K | 0.4% | |
| maturing through October 2029 - 0 - | Other securities | — | — | $410K | 0.3% | |
| Vanguard Health Care IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $244K | 0.2% | |
| Vanguard Long TRM TREA IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $241K | 0.2% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $231K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $182K | 0.2% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $180K | 0.2% | |
| BRANDYWINEGLBL HIGH YLD IS FD Registered Investment Company | Common Stocks | — | — | $147K | 0.1% | |
| (E) | Other securities | — | — | $35K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $35K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $32K | <0.1% | |
| Vanguard Energy IDX ADM FD Registered Investment Company | Common Collective Trusts | — | — | $28K | <0.1% | |
| (E) | Other securities | — | $32K | $28K | <0.1% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $882 | <0.1% |
