Erika WONG signed East Bay Asian Local Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
East Bay Asian Local Development Corporation's EIN is 51-0171851.
Download the official 2024 Form 5500 (PDF) for East Bay Asian Local Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)East Bay Asian Local Development Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | SANTA BARBARA, CA | FINANCIAL ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual fund n/a | Common Collective Trusts | — | — | $498K | 8.5% | |
| Vanguard Gr Index Adml Mutual fund n/a | Mutual Funds | — | — | $477K | 8.2% | |
| American Funds 2040 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $470K | 8.1% | |
| Fed Govt Obligtns Prmr Mutual fund n/a | Other securities | — | — | $392K | 6.7% | |
| American Funds 2050 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $312K | 5.4% | |
| American Funds Am Bal R6 Mutual fund n/a | Mutual Funds | — | — | $263K | 4.5% | |
| American Funds 2055 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $245K | 4.2% | |
| American Funds 2035 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $234K | 4.0% | |
| Vanguard Total Intl Stock Index Adml Mutual fund n/a | Mutual Funds | — | — | $174K | 3.0% | |
| Vanguard Eq Inc Adml Mutual fund n/a | Mutual Funds | — | — | $169K | 2.9% | |
| DoubleLine Core Fixed Income Fund Class I Mutual fund n/a | Other securities | — | — | $159K | 2.7% | |
| American Funds 2045 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $155K | 2.7% | |
| American Century Mid Cap Value Fund Mutual fund n/a | Other securities | — | — | $148K | 2.5% | |
| Vanguard Total Stock Market Index Fd AS Mutual fund n/a | Common Collective Trusts | — | — | $132K | 2.3% | |
| American Funds 2020 Trgt Rtrmt R6 Mutual fund n/a | Mutual Funds | — | — | $131K | 2.3% | |
| Fidelity Large Cap Growth Indx Mutual fund n/a | Mutual Funds | — | — | $122K | 2.1% | |
| JPMorgan Small Cap Eq R5 Mutual fund n/a | Other securities | — | — | $98K | 1.7% | |
| Vanguard Value Index Admiral Mutual fund n/a | Mutual Funds | — | — | $98K | 1.7% | |
| MFS Mid Cap Growth Fund Mutual fund n/a | Mutual Funds | — | — | $90K | 1.6% | |
| Pimco Divrs Inc Inst Mutual fund n/a | Mutual Funds | — | — | $90K | 1.5% | |
| Vanguard Dividend Growth Inv Fund Mutual fund n/a | Mutual Funds | — | — | $81K | 1.4% | |
| Notes receivable from participants 10 loans - 9.75% to 10.5% n/a | Bonds / Notes | — | — | $78K | 1.3% | |
| DFA Real Est Sec Mutual fund n/a | Mutual Funds | — | — | $77K | 1.3% | |
| Tcw Metwst Ultra Short Bnd Fnd I Mutual fund n/a | Other securities | — | — | $71K | 1.2% | |
| DFA US Small Cap Inst Mutual fund n/a | Mutual Funds | — | — | $43K | 0.7% | |
| Fid NSDQ Cmpst Indx Mutual fund n/a | Mutual Funds | — | — | $42K | 0.7% | |
| American Funds 2025 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $38K | 0.7% | |
| Fidelity Sel Tech Mutual fund n/a | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Wlsly Inc Adml Mutual fund n/a | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Intl Val Inv Mutual fund n/a | Mutual Funds | — | — | $36K | 0.6% | |
| MFS Intl Intrinsic Val R6 Mutual fund n/a | Mutual Funds | — | — | $35K | 0.6% | |
| Fidelity Select Semiconductors Portfolio Mutual fund n/a | Mutual Funds | — | — | $29K | 0.5% | |
| AQR Equity Market Neutral Fund Mutual fund n/a | Other securities | — | — | $27K | 0.5% | |
| Vanguard Commodity Strategy Adml Mutual fund n/a | Mutual Funds | — | — | $26K | 0.5% | |
| American Funds 2015 Target Retirement Mutual fund n/a | Mutual Funds | — | — | $24K | 0.4% | |
| Col Overseas Val Inst Mutual fund n/a | Other securities | — | — | $23K | 0.4% | |
| Blackrock Tech Opportunities Fund Inst Mutual fund n/a | Other securities | — | — | $21K | 0.4% | |
| American Funds New Wld R6 Mutual fund n/a | Mutual Funds | — | — | $19K | 0.3% | |
| Franklin Gold Prec Mtls Adv Mutual fund n/a | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Total Bond Market Idx Adm Mutual fund n/a | Common Collective Trusts | — | — | $14K | 0.2% | |
| Vanguard Emerging Mkt Stock Index Adml Mutual fund n/a | Mutual Funds | — | — | $14K | 0.2% | |
| DFA Inflation-Protected Securities I Mutual fund n/a | Mutual Funds | — | — | $13K | 0.2% | |
| Thornburg Ltd Trm Inc R5 Mutual fund n/a | Common Stocks | — | — | $13K | 0.2% | |
| Fed Inst Hi Yld Bd Inst Mutual fund n/a | Other securities | — | — | $4K | <0.1% | |
| Baird Aggregate Bd Inst Mutual fund n/a | Other securities | — | — | $4K | <0.1% | |
| American Funds Cap Wld Bd R6 Mutual fund n/a | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4109249 |
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSCOAITES, INC. | 94-3274051 | — | TPA | $6K | — |
