Samantha Ross signed Valence Electron, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valence Electron, Inc.'s EIN is 93-4777642.
Download the official 2024 Form 5500 (PDF) for Valence Electron, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valence Electron, Inc.'s plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $676K | 28.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $555K | 23.4% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $346K | 14.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $335K | 14.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $170K | 7.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $146K | 6.2% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | Other securities | — | — | $91K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $35K | 1.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $2K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 846 JPMorgan U.S. Value R6 JPMorgan 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | 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.
