Ashley Broden signed Tri-Valley Opportunity Council's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-Valley Opportunity Council's EIN is 41-0888488.
Download the official 2024 Form 5500 (PDF) for Tri-Valley Opportunity Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-Valley Opportunity Council's plan includes 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $16.8M | 94.1% | |
| [Assets held in participant loans] | Other | — | — | $288K | 1.6% |
