David Minor signed Rancho Valencia Resort Partners,LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rancho Valencia Resort Partners,LLC's EIN is 27-2180344.
Download the official 2024 Form 5500 (PDF) for Rancho Valencia Resort Partners,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rancho Valencia Resort Partners,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $3K | — |
| TIAA-CREF FUNDS | 13-1624203 | — | NONE | $0 | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| PRUDENTIAL JENNISON FUNDS | 22-3703799 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| BUFFALO FUNDS | 48-1069845 | — | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
