Judith YERA signed Burbank Housing Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burbank Housing Management Corporation's EIN is 68-0328717.
Download the official 2024 Form 5500 (PDF) for Burbank Housing Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burbank Housing Management Corporation's plan includes a 403(b) annuity, ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABG CONSULTANTS | — | MIDVALE, UT | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank* Insurance company general account Standard Insurance Company* Stable Asset Fund, 3.10% | Mutual Funds | — | — | $871K | 14.0% | |
| JPMorgan Large Cap Growth A | Mutual Funds | — | — | $522K | 8.4% | |
| Columbia Dividend Income Inst2 | Mutual Funds | — | — | $490K | 7.9% | |
| American Funds Eupac R4 | Mutual Funds | — | — | $413K | 6.6% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $395K | 6.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $391K | 6.3% | |
| Fidelity International Index | Mutual Funds | — | — | $380K | 6.1% | |
| Allspring Special Mid Cap Value Fund R6 | Mutual Funds | — | — | $360K | 5.8% | |
| Principal SmallCap Value II R6 | Mutual Funds | — | — | $339K | 5.4% | |
| Columbia Strategic Income Inst2 | Mutual Funds | — | — | $263K | 4.2% | |
| Dodge & Cox Income I | Mutual Funds | — | — | $216K | 3.5% | |
| BlackRock High Yield Portfolio Instl | Mutual Funds | — | — | $212K | 3.4% | |
| Vanguard Information Technology Idx Adm | Mutual Funds | — | — | $210K | 3.4% | |
| BlackRock Total Return Instl | Mutual Funds | — | — | $194K | 3.1% | |
| Fidelity Advisor Small Cap Growth I | Mutual Funds | — | — | $191K | 3.1% | |
| Fidelity Select Health Care | Mutual Funds | — | — | $189K | 3.0% | |
| Schwab S&P 500 Index | Mutual Funds | — | — | $174K | 2.8% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $149K | 2.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $73K | 1.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $37K | 0.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $30K | 0.5% | |
| JPMorgan Large Cap Growth R6 | Mutual Funds | — | — | $23K | 0.4% | |
| Columbia Dividend Income Inst3 | Mutual Funds | — | — | $22K | 0.4% | |
| Western Asset Core Bond IS | Mutual Funds | — | — | $16K | 0.3% | |
| BlackRock High Yield Portfolio K | Mutual Funds | — | — | $15K | 0.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $15K | 0.2% | |
| Undiscovered Managers Behavioral Val R6 | Mutual Funds | — | — | $12K | 0.2% | |
| VOYA Growth and Income Part I 117 Mutual Fund VOYA Balanced Income Port Ins | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Advisor Small Cap Growth Z | Mutual Funds | — | — | $8K | 0.1% | |
| VY TRwPr Grw Eqty Pt I | Mutual Funds | — | — | $5K | <0.1% | |
| Voya Retirement Insurance and Annuity Company* Insurance company general account Fixed Account | Common Stocks | — | — | $5K | <0.1% | |
| VY TRwPr Divr MdCp Gr Pt I 82 Mutual Fund VOYA Large Cap Growth Prt Ins 87 Mutual Fund VOYA Solution 2045 Port Srv | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
