Jeffrey Foster signed West Coast TURF's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Coast TURF's EIN is 33-0424659.
Download the official 2024 Form 5500 (PDF) for West Coast TURF from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Coast TURF'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS MOD ALLOC FUND - R6 | Registered Investment Companies | — | — | $2.9M | 15.1% | |
| MFS GROWTH ALLOCATION R6 | Registered Investment Companies | — | — | $2.6M | 13.7% | |
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $1.7M | 8.9% | |
| MFS CONS ALLOC R6 | Registered Investment Companies | — | — | $1.6M | 8.4% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.0M | 5.5% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $869K | 4.5% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $861K | 4.5% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $825K | 4.3% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $768K | 4.0% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $754K | 3.9% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $569K | 3.0% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $524K | 2.7% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $490K | 2.6% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $427K | 2.2% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $408K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $305K | 1.6% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $268K | 1.4% | |
| LORD ABBETT INCOME FUND R6 | Registered Investment Companies | — | — | $266K | 1.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $238K | 1.2% | |
| LS LTD TRM GVT & AGENCY N | Registered Investment Companies | — | — | $197K | 1.0% | |
| VIRTUS SMALL CAP CORE R6 | Registered Investment Companies | — | — | $183K | 1.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $135K | 0.7% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $132K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $121K | 0.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $93K | 0.5% | |
| GDS ABS RETURN TRACKER - INST | Registered Investment Companies | — | — | $92K | 0.5% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $63K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $62K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $53K | 0.3% | |
| VIR SGA INTL GROWTH R6 | Registered Investment Companies | — | — | $49K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $41K | 0.2% | |
| EV FLOAT RT & HI INC R6 | Registered Investment Companies | — | — | $32K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.1% | |
| BR STRATEGIC INC OPPS K 116 REGISTERED INVESTMENT COMPANY JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $8K | <0.1% | |
| TRP GLOBAL MULTI SECT BD I | Registered Investment Companies | — | — | $7K | <0.1% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
