Alisa Schoultz signed Valmark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valmark, Inc.'s EIN is 91-1110337.
Download the official 2024 Form 5500 (PDF) for Valmark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valmark, Inc.'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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LC MORGAN STANLEY | — | BALTIMORE, MD | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Inv Company of America A Mutual fund n/a $ | Mutual Funds | — | — | $3.0M | 28.9% | |
| American Funds New Perspective Fund A Mutual fund n/a | Mutual Funds | — | — | $2.0M | 19.2% | |
| American Funds Growth Fund of America A Mutual fund n/a | Mutual Funds | — | — | $1.4M | 13.2% | |
| American Funds Bond Fund of America A Mutual fund n/a | Mutual Funds | — | — | $946K | 9.1% | |
| American Funds Smallcap World Fund A Mutual fund n/a | Mutual Funds | — | — | $912K | 8.8% | |
| American Funds Cap World Gr and Inc A Mutual fund n/a | Mutual Funds | — | — | $500K | 4.8% | |
| American Funds U.S. Govt Money Mkt R2 Money market fund n/a | Mutual Funds | — | — | $453K | 4.4% | |
| Participant loans 5.25% to 10.50% -0- | Bonds / Notes | — | — | $199K | 1.9% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
