VERA Amaral signed Women's Housing and Economic Development's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Women's Housing and Economic Development's EIN is 11-3099604.
Download the official 2024 Form 5500 (PDF) for Women's Housing and Economic Development from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Women's Housing and Economic Development's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Am Fds 2040 Trgt Dte Fund | Mutual Funds | — | $51K | $1.0M | 16.9% | |
| Am Fds 2045 Trgt Dte Fund | Other securities | — | $37K | $795K | 13.0% | |
| Am Fds 2050 Trgt Dte Fund | Other securities | — | $38K | $788K | 12.8% | |
| Am Fds 2030 Trgt Dte Fund | Other securities | — | $43K | $746K | 12.2% | |
| Am Fds 2035 Trgt Dte Fund | Other securities | — | $32K | $609K | 9.9% | |
| Am Fds 2025 Trgt Dte Fund | Other securities | — | $38K | $571K | 9.3% | |
| Am Fds 2055 Trgt Dte Fund | Other securities | — | $20K | $532K | 8.7% | |
| Am Fds 2020 Trgt Dte Fund | Other securities | — | $26K | $357K | 5.8% | |
| Am Fds 2015 Trgt Dte Fund | Other securities | — | $15K | $178K | 2.9% | |
| Am Fds 2060 Trgt Dte Fund | Other securities | — | $10K | $175K | 2.8% | |
| 10.50% with maturities through 2029 | Bonds / Notes | — | — | $155K | 2.5% | |
| Am Fds 2065 Trgt Dte Fund | Other securities | — | $3K | $60K | 1.0% | |
| GROUP ANNUITY CONTRACT * Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $58K | 0.9% | |
| Fidelity 500 Index Fund 237 | Common Collective Trusts | — | — | $48K | 0.8% | |
| Fidelity SM Cap Index Fund 769 | Common Collective Trusts | — | — | $21K | 0.3% | |
| JP MORGAN LARGE CAP GR R6 FD 33 | Other securities | — | — | $3K | <0.1% | |
| Cohen & Steers Realty Z Fund 19 | Other securities | — | — | $1K | <0.1% | |
| Prin LifeTime 2040 Inst Fund 66 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
