Jeffrey Stelter signed Industrial Valco Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Industrial Valco Inc.'s EIN is 95-3872271.
Download the official 2022 Form 5500 (PDF) for Industrial Valco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Industrial Valco Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PRIVATE WEALTH, LLC | 47-1618476 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.8M | 28.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 21.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $980K | 15.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $588K | 9.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $489K | 7.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $277K | 4.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $138K | 2.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $115K | 1.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $97K | 1.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $89K | 1.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $76K | 1.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $76K | 1.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $66K | 1.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $65K | 1.0% | |
| METWEST TOTAL RETURN BOND I 5 REGISTERED INVESTMENT COMPANY VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $23K | 0.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $22K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $10K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $10K | 0.2% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $9K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $23K |
| — |
