TARA Evans, for TAG Resources signed Hill Valley Healthcare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hill Valley Healthcare, LLC's EIN is 82-2731846.
Download the official 2024 Form 5500 (PDF) for Hill Valley Healthcare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hill Valley Healthcare, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FIN. LIFE INSURANCE CO | 36-6071399 | — | RECORD KEEPER | $20K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $501K | 14.2% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $372K | 10.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $333K | 9.4% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $315K | 8.9% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $248K | 7.0% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $240K | 6.8% | |
| Transamerica Stable Value Advantage Account Fund | Stable Value | — | — | $184K | 5.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $159K | 4.5% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $151K | 4.3% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $137K | 3.9% | |
| AMERICAN FUNDS BOND FUND OF AMERICA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 365 | Pooled Separate Account | — | — | $114K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $114K | 3.2% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $113K | 3.2% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $112K | 3.2% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $92K | 2.6% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $69K | 2.0% | |
| FIDELITY TOTAL INTERNTL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160 | Pooled Separate Account | — | — | $50K | 1.4% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $35K | 1.0% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $33K | 0.9% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | — | — | $31K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $27K | 0.8% | |
| participants 9.50%, various maturities. | Bonds / Notes | — | — | $22K | 0.6% | |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156 | Pooled Separate Account | — | — | $21K | 0.6% | |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $20K | 0.6% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $18K | 0.5% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 83-1143379 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $1K |
| — |