Kristina Ramirez signed Fresno M, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fresno M, LLC's EIN is 38-4235861.
Download the official 2024 Form 5500 (PDF) for Fresno M, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fresno M, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | 13-2808480 | — | INVESTMENT ADVISORY | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN 2045 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 85-1098532 / PN 297 | Pooled Separate Account | — | — | $304K | 9.5% | |
| AMERICAN 2060 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 85-1098532 / PN 300 | Pooled Separate Account | — | — | $278K | 8.7% | |
| AMERICAN 2040 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $269K | 8.4% | |
| MFS MASSACHUSSETTS INVS GR STOCK RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $232K | 7.3% | |
| INVESCO DVSF DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $193K | 6.0% | |
| AMERICAN 2050 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 85-1098532 / PN 298 | Pooled Separate Account | — | — | $182K | 5.7% | |
| AMERICAN 2035 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $179K | 5.6% | |
| AMERICAN 2055 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 85-1098532 / PN 299 | Pooled Separate Account | — | — | $161K | 5.0% | |
| AMERICAN 2030 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $157K | 4.9% | |
| COLUMBIA CONTRARIAN CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 025 | Pooled Separate Account | — | — | $149K | 4.7% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $140K | 4.4% | |
| Transamerica Stable Value Core Account Stable Value Option | Stable Value | — | — | $99K | 3.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $95K | 3.0% | |
| MFS INTERNATIONAL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $74K | 2.3% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $69K | 2.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $69K | 2.1% | |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $61K | 1.9% | |
| AMERICAN 2025 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $60K | 1.9% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $59K | 1.9% | |
| Participant loans 6.50-9.50% | Bonds / Notes | — | — | $53K | 1.7% | |
| STATE STREET S&P MID CAP IDX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $51K | 1.6% | |
| PIONEER SELECT MED CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 956 | Pooled Separate Account | — | — | $48K | 1.5% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $47K | 1.5% | |
| WESTERN ASSET CORE PLUS BD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $36K | 1.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $36K | 1.1% | |
| STATE STREET U.S. BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $31K | 1.0% | |
| AMERICANFUNDS 2065 TARGET DATE RET AMERICAN FUNDS · EIN 83-1098532 / PN 455 | Pooled Separate Account | — | — | $17K | 0.5% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $16K | 0.5% | |
| AMERICAN 2020 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $10K | 0.3% | |
| Expense Budget Account Cash | Cash / Money Market | — | — | $7K | 0.2% | |
| STATE STREET RUSSELL SM CAP IDX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $4K | 0.1% | |
| STATE STREET INT'L INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TA VANGUARD TOTAL STOCK MKT IDX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $929 | <0.1% | |
| AB HIGH INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 508 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2015 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 291 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | — | THIRD PARTY ADMINISTRATO | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUDSON HENDERSON & COMPANY INC. | 81-1741762 | — | AUDIT | — | — |
