JEAN Paul Wardy signed Centercal Properties, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centercal Properties, LLC's EIN is 20-2116572.
Download the official 2024 Form 5500 (PDF) for Centercal Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centercal Properties, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| WELLS FARGO ADVISORS FINANCIAL NETW |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx 2035 Ipr Mutual fund | Common Collective Trusts | — | — | $2.4M | 15.6% | |
| Fid Fdm Idx 2040 Ipr Mutual fund | Common Collective Trusts | — | — | $1.6M | 10.5% | |
| Fid 500 Idx Mutual fund | Common Collective Trusts | — | — | $1.5M | 10.0% | |
| Fid Fdm Idx 2045 Ipr Mutual fund | Common Collective Trusts | — | — | $1.3M | 8.4% | |
| Fid Fdm Idx 2055 Ipr Mutual fund | Common Collective Trusts | — | — | $1.1M | 7.3% | |
| Fid Fdm Idx 2030 Ipr Mutual fund | Common Collective Trusts | — | — | $1.1M | 7.1% | |
| JPM Large Cap Growth R6 Mutual fund | Other securities | — | — | $1.0M | 6.6% | |
| Fid Fdm Idx 2050 Ipr Mutual fund | Common Collective Trusts | — | — | $737K | 4.8% | |
| Victory S Est Value R6 Mutual fund | Other securities | — | — | $485K | 3.2% | |
| GS FS Govt R6 Interest-bearing cash | Cash / Money Market | — | — | $450K | 2.9% | |
| Fid Fdm Idx 2025 Ipr Mutual fund | Common Collective Trusts | — | — | $430K | 2.8% | |
| Fkln Small Cap Value R6 Mutual fund | Other securities | — | — | $365K | 2.4% | |
| Fid Total Mkt Idx Mutual fund | Common Collective Trusts | — | — | $351K | 2.3% | |
| Fid Small Cap Idx Mutual fund | Common Collective Trusts | — | — | $310K | 2.0% | |
| Fid US Bond Idx Mutual fund | Common Collective Trusts | — | — | $269K | 1.8% | |
| MFS Value R6 Mutual fund | Mutual Funds | — | — | $258K | 1.7% | |
| Fid Mid Cap Idx Mutual fund | Common Collective Trusts | — | — | $251K | 1.6% | |
| Fid Intl Sustn Idx Mutual fund | Common Collective Trusts | — | — | $209K | 1.4% | |
| JPM Mid Cap Growth R6 Mutual fund | Other securities | — | — | $200K | 1.3% | |
| Fid Fdm Idx 2020 Ipr Mutual fund | Common Collective Trusts | — | — | $180K | 1.2% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $165K | 1.1% | |
| AF Small Cap World R6 Mutual fund | Other securities | — | — | $103K | 0.7% | |
| AF New World R6 Mutual fund | Other securities | — | — | $100K | 0.7% | |
| Baron Small Cap R6 Mutual fund | Other securities | — | — | $75K | 0.5% | |
| Fid Fdm Idx 2060 Ipr Mutual fund | Common Collective Trusts | — | — | $71K | 0.5% | |
| C&S Inst Realty Shs Mutual fund | Common Stocks | — | — | $58K | 0.4% | |
| Fid Infl Pr Bd Idx Mutual fund | Common Collective Trusts | — | — | $52K | 0.3% | |
| PIMCO Income Inst Mutual fund | Mutual Funds | — | — | $35K | 0.2% | |
| PGIM High Yield R6 Mutual fund | Other securities | — | — | $28K | 0.2% | |
| Fid Puritan Mutual fund | Mutual Funds | — | — | $24K | 0.2% | |
| Fid Fdm Idx 2065 Ipr Mutual fund | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 48-1305000 |
| — |
| CONSULTANT |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | PLAN ADMINISTRATOR | $8K | — |
