Fariborz Rodef signed Fariborz Rodef DDS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fariborz Rodef DDS, Inc.'s EIN is 32-0012113.
Download the official 2024 Form 5500 (PDF) for Fariborz Rodef DDS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fariborz Rodef DDS, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| HICKS PENSION SERVICES - FRESNO | 94-2158860 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA FUTUREFOCUS 2040 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 657 | Pooled Separate Account | — | — | $1.5M | 18.4% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $1.2M | 15.5% | |
| BLACKROCK GLOBAL ALLOCATION RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $1.1M | 13.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $754K | 9.4% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $539K | 6.7% | |
| ALLSPRING CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 548 | Pooled Separate Account | — | — | $478K | 6.0% | |
| Transamerica Stable Value Core Option Insurance Contract N/A | Stable Value | — | — | $292K | 3.6% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 624 | Pooled Separate Account | — | — | $286K | 3.6% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $281K | 3.5% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $270K | 3.4% | |
| Participant Loans - 5.25% to 10.50% interest rate | Bonds / Notes | — | — | $166K | 2.1% | |
| TRANSAMERICA FUTUREFOCUS 2050 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 659 | Pooled Separate Account | — | — | $120K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $100K | 1.2% | |
| TRANSAMERICA FUTUREFOCUS 2055 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 660 | Pooled Separate Account | — | — | $93K | 1.2% | |
| DWS INTERNATIONAL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 287 | Pooled Separate Account | — | — | $80K | 1.0% | |
| BLACKROCK INTERNATIONAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 205 | Pooled Separate Account | — | — | $74K | 0.9% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $73K | 0.9% | |
| TRANSAMERICA FUTUREFOCUS 2045 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 658 | Pooled Separate Account | — | — | $70K | 0.9% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $70K | 0.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | — | — | $57K | 0.7% | |
| HARTFORD SMALL CAP GROWTH HLS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 647 | Pooled Separate Account | — | — | $55K | 0.7% | |
| TRANSAMERICA FUTUREFOCUS 2030 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 655 | Pooled Separate Account | — | — | $53K | 0.7% | |
| FRANKLIN SMALL-MID CAP GROWTH RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | — | — | $50K | 0.6% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $48K | 0.6% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $47K | 0.6% | |
| TRANSAMERICA FUTUREFOCUS 2060 W AM TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 091 | Pooled Separate Account | — | — | $32K | 0.4% | |
| TRANSAMERICA FUTUREFOCUS IN RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 661 | Pooled Separate Account | — | — | $16K | 0.2% | |
| STATE STREET PTNR W/TRS CONSV RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $9K | 0.1% | |
| JANUS HENDERSON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $653 | <0.1% | |
| TRANSAMERICA FUTUREFOCUS 2035 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 656 | Pooled Separate Account | — | — | $161 | <0.1% | |
| T.ROWE PRICE RETIREMENT BALANCED TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 491 | Pooled Separate Account | — | — | $65 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
