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Original filing (PDF)20250701125226NAL0006749939001
TEAM SAN JOSE
Form 5500
FILING_RECEIVED
TEAM SAN JOSE 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
145
Accounts w/ balance
232
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
35 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Separate Account Funds Totals" is 44% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM SAN JOSE.
Plan sponsor
Name
TEAM SAN JOSE
EIN
20-0507663
Address
408 ALMADEN BOULEVARD · SAN JOSE, CA · 95110
Phone
(650) 619-6228
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $6K | — |
Investments
15 direct securities · 35 pooled funds· $25.3M(100% of reported assets)
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.
Uncategorized
$14.1M
15 holdings
Pooled Separate Account
$11.2M
35 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Separate Account Funds Totals | — | — | — | $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% | |
| Transamerica Life Insurance Company TA Vanguard Total Stck Mrkt Index (1) | — | — | — | $990K | 8.3% | |
| 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% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $522K | 4.4% | |
| 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% | |
| Transamerica Life Insurance Company American Funds EuroPacific Gr (1) | — | — | — | $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% | |
| Transamerica Life Insurance Company American Funds American Mutual (1) | — | — | — | $191K | 1.6% | |
| AMERICAN FDS AMERICAN MTL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $191K | 1.6% | |
| Transamerica Life Insurance Company American Funds Fundmntl Invst (1) | — | — | — | $154K | 1.3% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $154K | 1.3% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2031 – | — | — | — | $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% | |
| Transamerica Life Insurance Company BlackRock Mid-Cap Growth Equity (1) | — | — | — | $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 Life Insurance Company Transamerica LifeGoal Ret with BlkRck (1) | — | — | — | $122K | 1.0% | |
| 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% | |
| Transamerica Life Insurance Company DFA Emerging Markets Portfolio (1) | — | — | — | $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% | |
| Transamerica Life Insurance Company State Street U.S. Bd Index (1) | — | — | — | $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% | |
| Transamerica Life Insurance Company AEGON Bond (1) | — | — | — | $85K | 0.7% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $85K | 0.7% | |
| Transamerica Life Ins Co Goldman Sachs Glbl Inc Ret Opt | — | — | — | $56K | 0.5% | |
| 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% | |
| Transamerica Life Insurance Company American Funds Blncd (1) | — | — | — | $15K | 0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Transamerica Life Insurance Company BlackRock Health Scncs Opps (1) | — | — | — | $8K | <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% |
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