Emmett Bergman signed Moon Valley Nurseries Intermediate Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moon Valley Nurseries Intermediate Holdings, LLC's EIN is 87-2886053.
Download the official 2024 Form 5500 (PDF) for Moon Valley Nurseries Intermediate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moon Valley Nurseries Intermediate Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $16.0M | 96.8% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.7M | 10.4% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.4M | 8.7% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.4M | 8.7% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.0M | 6.1% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $993K | 6.0% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $748K | 4.5% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $694K | 4.2% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $618K | 3.7% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $509K | 3.1% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $182K | 1.1% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $155K | 0.9% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $35K | 0.2% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $20K | 0.1% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $15K | <0.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE, INC. | — | OMAHA, NE | BROKERAGE SERVICES | $0 | — |
