ELSA KIM signed Valley ISLE Produce, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley ISLE Produce, Inc.'s EIN is 99-0112838.
Download the official 2023 Form 5500 (PDF) for Valley ISLE Produce, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Valley ISLE Produce, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual fund, 17,083 units a | Mutual Funds | — | — | $3.6M | 18.4% | |
| Fidelity Freedom 2020 Fund K Mutual fund, 167,615 units a | Mutual Funds | — | — | $2.6M | 13.2% | |
| Fidelity 500 Index Fund Mutual fund, 9,785 units a | Common Collective Trusts | — | — | $2.0M | 10.1% | |
| Fidelity Puritan Fund Mutual fund, 34,992 units a | Mutual Funds | — | — | $945K | 4.9% | |
| Fidelity Low-Priced Stock Fund Mutual fund, 20,968 units a | Mutual Funds | — | — | $932K | 4.8% | |
| Fidelity Freedom 2035 Fund K Mutual fund, 54,104 units a | Mutual Funds | — | — | $892K | 4.6% | |
| Fidelity Freedom 2030 Fund K Mutual fund, 47,064 units a | Mutual Funds | — | — | $873K | 4.5% | |
| Fidelity Investment Grade Bond Fund Mutual fund, 112,135 units a | Mutual Funds | — | — | $828K | 4.3% | |
| Fidelity Government Money Market Fund Money market fund, 816,444 units a | Mutual Funds | — | — | $816K | 4.2% | |
| Fidelity Value Fund Mutual fund, 46,317 units a | Mutual Funds | — | — | $746K | 3.8% | |
| JPMorgan Large Cap Growth Fund Class R3 Mutual fund, 8,127 units a | Other securities | — | — | $608K | 3.1% | |
| JPMorgan U.S. Value Fund Class R5 Mutual fund, 6,840 units a | Mutual Funds | — | — | $592K | 3.0% | |
| Columbia Contrarian Core Fund Class A Mutual fund, 14,253 units a | Other securities | — | — | $532K | 2.7% | |
| Fidelity Freedom 2040 Fund K Mutual fund, 29,644 units a | Mutual Funds | — | — | $360K | 1.8% | |
| Fidelity Small Cap Growth Fund Mutual fund, 9,127 units a | Mutual Funds | — | — | $306K | 1.6% | |
| Fidelity International Index Fund Mutual fund, 5,076 units a | Common Collective Trusts | — | — | $271K | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual fund, 22,190 units a | Common Collective Trusts | — | — | $236K | 1.2% | |
| with maturity dates through 2029 - | Other securities | — | — | $219K | 1.1% | |
| Seafarer Overseas Growth and Income Fund Mutual fund, 16,560 units a | Other securities | — | — | $214K | 1.1% | |
| Fidelity Freedom 2045 Fund K Mutual fund, 13,984 units a | Mutual Funds | — | — | $197K | 1.0% | |
| Fidelity Diversified International Fund Mutual fund, 3,893 units a | Mutual Funds | — | — | $183K | 0.9% | |
| Principal SmallCap Fund R-4 Class Mutual fund, 6,297 units a | Other securities | — | — | $175K | 0.9% | |
| Fidelity Freedom 2025 Fund K Mutual fund, 11,402 units a | Mutual Funds | — | — | $165K | 0.8% | |
| Fidelity Freedom Income Fund K Mutual fund, 7,464 units a | Mutual Funds | — | — | $82K | 0.4% | |
| Fidelity Freedom 2055 Fund K Mutual fund, 4,956 units a | Mutual Funds | — | — | $82K | 0.4% | |
| Fidelity Freedom 2050 Fund K Mutual fund, 5,331 units a | Mutual Funds | — | — | $76K | 0.4% | |
| Fidelity Freedom 2060 Fund K Mutual fund, 4,974 units a | Mutual Funds | — | — | $75K | 0.4% | |
| PIMCO Real Return Bond Fund Mutual fund, 7,264 units a | Mutual Funds | — | — | $75K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual fund, 1,606 units a | Common Collective Trusts | — | — | $55K | 0.3% | |
| Fidelity Freedom 2015 Fund K Mutual fund, 1,104 units a | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom 2065 Fund K Mutual fund, 916 units a | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
