Hope de la Garza signed Validity Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Validity Inc.'s EIN is 82-4326279.
Download the official 2024 Form 5500 (PDF) for Validity Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Validity Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF OCONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES * Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | $162K | $4.2M | 16.3% | |
| Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | $136K | $3.5M | 13.7% | |
| Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | $136K | $3.2M | 12.3% | |
| Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | $107K | $2.6M | 10.2% | |
| Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | $119K | $2.6M | 9.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | $43K | $1.7M | 6.6% | |
| Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | $82K | $1.7M | 6.4% | |
| Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | $77K | $1.4M | 5.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $6K | $933K | 3.6% | |
| Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | $43K | $808K | 3.1% | |
| Neuberger Berman Core Bond Fund Class I | Other securities | — | $52K | $452K | 1.8% | |
| MONEY MARKET FUND * Fidelity Government Money Market Fund | Mutual Funds | — | $332K | $332K | 1.3% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | $3K | $279K | 1.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | $14K | $238K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | $13K | $185K | 0.7% | |
| Janus Henderson Global Technology and Innovation Fund Class T | Mutual Funds | — | $2K | $150K | 0.6% | |
| Vanguard LifeStrategy Income Fund Investor Shares | Mutual Funds | — | $10K | $148K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $5K | $148K | 0.6% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | $2K | $137K | 0.5% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | $2K | $128K | 0.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $1K | $116K | 0.5% | |
| American Funds American Mutual Fund Class R-6 | Mutual Funds | — | $2K | $93K | 0.4% | |
| American Funds Growth and Income Portfolio Class R-6 | Mutual Funds | — | $5K | $92K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 862 | Common Collective Trusts | — | — | $72K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | $1K | $65K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 616 | Common Collective Trusts | — | — | $53K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class | Other securities | — | $2K | $50K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares 302 | Common Collective Trusts | — | — | $38K | 0.1% | |
| T. Rowe Price Comm & Tech Investor 229 | Other securities | — | — | $35K | 0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | Mutual Funds | — | $2K | $23K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class A 410 | Common Collective Trusts | — | — | $21K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Investor Class 819 | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Investor Class 644 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Low-Priced Stock K6 562 | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Star Fund Investor Shares 42 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
