Robert Humphryes signed Valley Power Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Power Systems, Inc.'s EIN is 95-1589118.
Download the official 2024 Form 5500 (PDF) for Valley Power Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Power Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $34K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $3.8M | 19.8% | |
| Fid Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $2.7M | 14.1% | |
| Fid Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 13.4% | |
| Fid Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $2.4M | 12.4% | |
| Fid Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 7.7% | |
| Fid Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| AB Lg Cap Grth A Mutual Fund | Other securities | — | — | $894K | 4.7% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $729K | 3.8% | |
| Fid Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $604K | 3.2% | |
| Blkrk Tot Return K Mutual Fund | Other securities | — | — | $543K | 2.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $447K | 2.3% | |
| Fid Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $392K | 2.0% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $381K | 2.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $241K | 1.3% | |
| AF Europac Growth R6 Mutual Fund | Other securities | — | — | $229K | 1.2% | |
| Fid Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $152K | 0.8% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $133K | 0.7% | |
| Vang Em Stk Idx Adm Mutual Fund | Common Collective Trusts | — | — | $103K | 0.5% | |
| Fidelity BrokerageLink Self-Directed Interest-Bearing Cash Brokerage Accounts and Common Stock | Self-Directed Brokerage | — | — | $74K | 0.4% | |
| Fid Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $72K | 0.4% | |
| Fid Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $66K | 0.3% | |
| JPM Mid Cap Grth R6 Mutual Fund | Other securities | — | — | $40K | 0.2% | |
| Fid Govt Mmkt K6 Interest-Bearing Cash | Mutual Funds | — | — | $38K | 0.2% | |
| MFS Mid Cap Value R4 Mutual Fund | Mutual Funds | — | — | $20K | 0.1% | |
| AF Balanced R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fid Freedom 2070 K6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
