Carolyn NG signed Team San Jose's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team San Jose's EIN is 20-0507663.
Download the official 2024 Form 5500 (PDF) for Team San Jose from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team San Jose's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $11.2M | 94.3% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $1.7M | 14.0% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $1.3M | 11.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $1.0M | 8.7% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $1.0M | 8.4% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $990K | 8.3% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $776K | 6.5% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $583K | 4.9% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $574K | 4.8% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $427K | 3.6% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $244K | 2.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $239K | 2.0% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $220K | 1.9% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $198K | 1.7% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $196K | 1.6% | |
| AMERICAN FDS AMERICAN MTL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $191K | 1.6% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $154K | 1.3% | |
| [Assets held in participant loans] | Other | — | — | $150K | 1.3% | |
| BLACKROCK MID-CAP GR EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $149K | 1.3% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | — | — | $133K | 1.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $122K | 1.0% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $119K | 1.0% | |
| DFA EMERGING MKT PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $113K | 1.0% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $106K | 0.9% | |
| STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $106K | 0.9% | |
| PGIM TOTAL RETURN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | — | — | $102K | 0.9% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $101K | 0.8% | |
| ALLSPRING SPECIAL SM CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | — | — | $92K | 0.8% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $85K | 0.7% | |
| GOLDMAN SACHS GLBL INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 036 | Pooled Separate Account | — | — | $56K | 0.5% | |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 896 | Pooled Separate Account | — | — | $54K | 0.5% | |
| DFA U.S. SMALL CAP PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $45K | 0.4% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $15K | 0.1% | |
| BLACKROCK HEALTH SCIENCES OPP OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 860 | Pooled Separate Account | — | — | $8K | <0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK TOTAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 850 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $0 | <0.1% |
