James Sharp signed Mission Economic Development Agency's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mission Economic Development Agency's EIN is 51-0187791.
Download the official 2024 Form 5500 (PDF) for Mission Economic Development Agency from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mission Economic Development Agency'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Realpath Blend 2045 Fd | Mutual Funds | — | — | $1.0M | 15.1% | |
| PIMCO Realpath Blend 2035 Fd | Mutual Funds | — | — | $882K | 13.2% | |
| PIMCO Realpath Blend 2030 Fd | Mutual Funds | — | — | $754K | 11.3% | |
| PIMCO Realpath Blend 2040 Fd | Mutual Funds | — | — | $655K | 9.8% | |
| PIMCO Realpath Blend 2055 Fd | Mutual Funds | — | — | $650K | 9.8% | |
| PIMCO Realpath Blend 2050 Fd | Mutual Funds | — | — | $578K | 8.7% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $370K | 5.6% | |
| PIMCO Realpath Blend 2060 Fd | Mutual Funds | — | — | $338K | 5.1% | |
| USAA Intermediate-Term Bond Fund ** 943 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $323K | 4.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $164K | 2.5% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $152K | 2.3% | |
| PIMCO Realpath Blend 2025 Fd | Mutual Funds | — | — | $121K | 1.8% | |
| PIMCO Realpath Blend 2065 Fd | Mutual Funds | — | — | $112K | 1.7% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $102K | 1.5% | |
| 9.50%, maturing through 2051 - | Bonds / Notes | — | — | $95K | 1.4% | |
| PIMCO Funds Realpath Blend Income Fd | Mutual Funds | — | — | $88K | 1.3% | |
| (E) | Other securities | — | — | $76K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $76K | 1.1% | |
| Vanguard Total Inter Stock Index Fund | Common Collective Trusts | — | — | $49K | 0.7% | |
| Franklin High Income Fund/US ** 123 PIMCO Income Institutional Fund | Mutual Funds | — | — | $48K | 0.7% | |
| Fidelity Emerging Markets Fund ** 724 T. Rowe Price Ass. Overseas Stock Fund | Mutual Funds | — | — | $31K | 0.5% | |
| JPMorgan Small Cap Growth | Other securities | — | — | $29K | 0.4% |
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 |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | 80-0833114 | — | INVESTMENT ADVISORY | $0 | — |
