Brenda Hill signed West Bay Residential Services,'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Bay Residential Services,'s EIN is 05-0395035.
Download the official 2023 Form 5500 (PDF) for West Bay Residential Services, from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)West Bay Residential Services,'s plan includes 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $11.1M | 95.8% | |
| Account * Mutual of America 2035 Retirement - | Other securities | — | — | $1.9M | 16.4% | |
| Fund - PSA * Mutual of America 2025 Retirement - | Pooled Separate Accounts | — | — | $1.9M | 16.1% | |
| Fund - PSA * Mutual of America 2030 Retirement - | Pooled Separate Accounts | — | — | $1.3M | 11.2% | |
| Fund - PSA * Mutual of America 2040 Retirement - | Pooled Separate Accounts | — | — | $1.2M | 10.5% | |
| Fund - PSA * Mutual of America 2050 Retirement - | Pooled Separate Accounts | — | — | $866K | 7.5% | |
| Fund - PSA * Mutual of America Equity Index Fund - | Pooled Separate Accounts | — | — | $622K | 5.4% | |
| PSA * Mutual of America 2020 Retirement - | Pooled Separate Accounts | — | — | $493K | 4.2% | |
| Fund - PSA * Mutual of America 2045 Retirement - | Pooled Separate Accounts | — | — | $455K | 3.9% | |
| Fund - PSA * Mutual of America T. Rowe Price Blue - | Pooled Separate Accounts | — | — | $404K | 3.5% | |
| Mutual of America Guaranteed Interest - | Other securities | — | — | $323K | 2.8% | |
| Chip Growth Portfolio - PSA * Mutual of America Calvert VP SRI - | Pooled Separate Accounts | — | — | $288K | 2.5% | |
| Balanced Portfolio - PSA * Mutual of America Bond Fund - PSA - | Pooled Separate Accounts | — | — | $194K | 1.7% | |
| VP Capital Apprec. Fund * Mutual of America 2055 Retirement - | Other securities | — | — | $183K | 1.6% | |
| from participants and maturity dates - | Other securities | — | — | $161K | 1.4% | |
| Mutual of America American Century - | Other securities | — | — | $149K | 1.3% | |
| Contrafund Portfolio - PSA * Mutual of America 2060 Retirement - | Pooled Separate Accounts | — | — | $133K | 1.1% | |
| Fund - PSA * Mutual of America Small Cap Growth - | Pooled Separate Accounts | — | — | $126K | 1.1% | |
| Fund - PSA * Mutual of America Deutsche Variable - | Pooled Separate Accounts | — | — | $119K | 1.0% | |
| Mutual of America Vanguard VIF - | Mutual Funds | — | — | $118K | 1.0% | |
| PSA * Mutual of America Fidelity VIP - | Pooled Separate Accounts | — | — | $96K | 0.8% | |
| Series I Capital Growth VIP - PSA * Mutual of America Mid Cap Value Fund - | Pooled Separate Accounts | — | — | $94K | 0.8% | |
| Fund - PSA * Mutual of America Vanguard VIF - | Pooled Separate Accounts | — | — | $85K | 0.7% | |
| Fund - PSA * Mutual of America Mid Cap Equity Index - | Pooled Separate Accounts | — | — | $84K | 0.7% | |
| Diversified Value Portfolio - PSA * Mutual of America Mutual of America - | Pooled Separate Accounts | — | — | $64K | 0.6% | |
| Retirement Income Fund * Mutual of America Moderate Allocation - | Other securities | — | — | $53K | 0.5% | |
| Mutual of America Small Cap Value - | Other securities | — | — | $52K | 0.4% | |
| Fund - PSA * Mutual of America Conservative - | Pooled Separate Accounts | — | — | $39K | 0.3% | |
| Fund * Mutual of America Fidelity VIP Equity- - | Mutual Funds | — | — | $27K | 0.2% | |
| Allocation Fund - PSA * Mutual of America Fidelity VIP Asset - | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| Portfolio - PSA * Mutual of America 2065 Retirement - | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| Income Portfolio - PSA * Mutual of America All American Fund - | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| PSA * Mutual of America Fidelity VIP Mid-Cap - | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| Fund - PSA * Mutual of America Money Market Fund - | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Mutual of America Intermediate Bond - | Other securities | — | — | $6K | <0.1% | |
| Index Fund * Mutual of America Delaware VIP Small - | Common Collective Trusts | — | — | $5K | <0.1% | |
| Cap Value Series * Mutual of America 2015 Retirement - | Other securities | — | — | $4K | <0.1% | |
| Mutual of America Vanguard VIF Real - 452 Estate Index Portfolio - PSA * Mutual of America American Funds - 466 Insurance Series New World Fund * Mutual of America Invesco V.I. Main - | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Manager Portfolio - PSA * Mutual of America Aggressive Allocation - | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Fund - PSA * Mutual of America Small Cap Equity - | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
