ANN Ballasch signed Valley Pacific Petroleum Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Pacific Petroleum Service's EIN is 94-2241298.
Download the official 2024 Form 5500 (PDF) for Valley Pacific Petroleum Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Pacific Petroleum Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS | 43-0538770 | — | INVESTMENT/FINANCIAL ADVI | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $5.9M | 15.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $4.4M | 11.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.2M | 10.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.5M | 9.0% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 7.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 6.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 6.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 4.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.3M | 3.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 2.6% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $884K | 2.3% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $815K | 2.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $698K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $614K | 1.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $594K | 1.5% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $392K | 1.0% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $356K | 0.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $340K | 0.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $338K | 0.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $162K | 0.4% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $125K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $85K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $41K | 0.1% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
