Joanne Paladino signed Board of Trustees, Western Region N's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Western Region N's EIN is 33-0670046.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Western Region N from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Western Region N'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 FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $24K | — |
| NATIONAL BENEFIT SERVICES, LLC | 36-6071399 | — | RECORDKEEPER | $12K | — |
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $2K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $52.2M | 94.3% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $8.2M | 14.8% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $5.1M | 9.3% | |
| JANUS BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 298 | Pooled Separate Account | — | — | $3.9M | 7.1% | |
| AEGON BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 312 | Pooled Separate Account | — | — | $2.8M | 5.0% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $2.4M | 4.3% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $2.3M | 4.2% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $1.8M | 3.3% | |
| PIMCO STOCKSPLUS INTL (U.S. DOLLAR- TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 669 | Pooled Separate Account | — | — | $1.7M | 3.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $1.7M | 3.1% | |
| LAZARD INTERNT'L STRATGC EQTY PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 733 | Pooled Separate Account | — | — | $1.7M | 3.0% | |
| TRANSAMERICA MID CAP VAL OPPORTUNIT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 495 | Pooled Separate Account | — | — | $1.7M | 3.0% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $1.5M | 2.8% | |
| PIMCO INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $1.5M | 2.7% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $1.4M | 2.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $1.3M | 2.3% | |
| FEDERATED HERMES MDT SML CAP GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 762 | Pooled Separate Account | — | — | $1.3M | 2.3% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $1.2M | 2.2% | |
| NUVEEN REAL ESTATE SECURITIES RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 083 | Pooled Separate Account | — | — | $1.2M | 2.1% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $1.2M | 2.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $1.0M | 1.9% | |
| MFS INTL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 662 | Pooled Separate Account | — | — | $1.0M | 1.8% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $957K | 1.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $903K | 1.6% | |
| AMERICAN FUNDS SMALLCAP WORLD RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $754K | 1.4% | |
| AMERICANS NEW WORLD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $714K | 1.3% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 265 | Pooled Separate Account | — | — | $573K | 1.0% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $508K | 0.9% | |
| SSGA EMERGING MARKETS INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $456K | 0.8% | |
| INVESCO CONVERTIBLE SECURITIES RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 532 | Pooled Separate Account | — | — | $440K | 0.8% | |
| GOLDMAN SACHS GLOBAL CORE FIXED INC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 766 | Pooled Separate Account | — | — | $331K | 0.6% | |
| INVESCO SMALL CAP EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 533 | Pooled Separate Account | — | — | $322K | 0.6% | |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $203K | 0.4% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $203K | 0.4% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $22K | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS INVESTMENT ADVISORS, INC | 81-1193503 | — | INVESTMENT ADVISORY-PLAN | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | AUDIT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEYART ANDERSON FLYNN & GROSBOLL | 94-2576729 | — | LEGAL | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | 33-1436000 | — | OTHER | $5K | — |
| NU-WEST INSURANCE SERVICES | 39-2668272 | — | OTHER | $4K | — |
| NECA - INLAND EMPIRE CHAPTER | 91-0547348 | — | OTHER | $1K | — |
| WESTERN REGIONS NECA | 33-0670044 | — | PLAN PONSOR | $800 | — |
