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Original filing (PDF)20250418155502NAL0004802272001
VALLEY CHROME PLATING, INC.
Form 5500
FILING_RECEIVED
VALLEY CHROME PLATING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
114
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
36 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY CHROME PLATING, INC..
Plan sponsor
Name
VALLEY CHROME PLATING, INC.
EIN
94-2449333
Address
1028 HOBLITT AVENUE · CLOVIS, CA · 93612
Phone
(559) 298-8094
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $800 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $35K | — |
Investments
36 pooled funds· $9.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 16.6% | |
| JANUS HENDERSON BALANCED FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 13.4% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 12.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $908K | 9.9% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $395K | 4.3% | |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $348K | 3.8% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 3.1% | |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $258K | 2.8% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $242K | 2.6% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 2.6% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $225K | 2.5% | |
| LOOMIS SAYLES GBL ALLOCATION JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $217K | 2.4% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $201K | 2.2% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $198K | 2.2% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 2.1% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $185K | 2.0% | |
| DFA INTERMEDIATE GOV FIXED INC JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $179K | 1.9% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $179K | 1.9% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 1.8% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $143K | 1.6% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 1.1% | |
| HARTFORD BALANCED INCOME FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 1.0% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 1.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 0.9% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.7% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.7% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 0.6% | |
| VANGUARD LT TREASURY INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.5% | |
| LAZARD GLOBAL LISTED INFRA JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.5% | |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| JANUS HENDERSON ENTERPRISE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $824 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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