Nancy Riggle signed Valley Residential Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Residential Services' EIN is 91-1163446.
Download the official 2024 Form 5500 (PDF) for Valley Residential Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Residential Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | ST PETERSBURG, FL | RIA | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MWR INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $303K | 12.9% |
| MWR INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $291K | 12.4% |
| MWR INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $259K | 11.0% |
| MWR INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $214K | 9.1% |
| MWR INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $172K | 7.3% |
| BLACK ROCK EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $144K | 6.1% |
| MWR INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $112K | 4.7% |
| MWR LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $109K | 4.6% |
| MWR INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $103K | 4.4% |
| MWR INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $102K | 4.3% |
| MWR LARGE CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $85K | 3.6% |
| MWR BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $75K | 3.2% |
| MWR INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $70K | 3.0% |
| MWR CORE BOND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $37K | 1.6% |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 1.5% |
| MWR REAL ESTATE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $29K | 1.2% |
| BLACK ROCK US DEBT INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 1.1% |
| MWR MULTI-SECTOR BOND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.7% |
| MWR INDEX RETIREMENT JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $15K | 0.7% |
| MWR INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | 0.5% |
| MWR COMMODITIES JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| BLACK ROCK EAFE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| MWR GLOBAL BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | 0.1% |
| BLACK ROCK MID-CAP EQUITY INDEX FUD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| MWR SMALL CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $493 | <0.1% |
| BLACK ROCK US TIPS INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $424 | <0.1% |
