GREG Matthews signed San Jose Sharks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
San Jose Sharks, LLC's EIN is 73-1638357.
Download the official 2024 Form 5500 (PDF) for San Jose Sharks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Jose Sharks, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica** LifeGoal Index Retirement Fund | Other securities | — | — | $6.5M | 16.4% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $6.5M | 16.4% | |
| Transamerica** The Growth Fund of America | Other securities | — | — | $5.0M | 12.8% | |
| AMERICAN FDS GR FD AMER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $5.0M | 12.8% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $3.2M | 8.0% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $2.5M | 6.2% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $2.4M | 6.2% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $2.4M | 6.2% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $2.1M | 5.4% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $1.9M | 4.7% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.8M | 4.5% | |
| Transamerica** EuroPacific Growth Retirement Option | Other securities | — | — | $1.4M | 3.5% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $1.4M | 3.5% | |
| Transamerica** S&P Mid Cap Index Retirement Account | Other securities | — | — | $1.3M | 3.4% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $1.3M | 3.4% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $1.2M | 3.1% | |
| Transamerica** Fundamental Investors Retirement Option | Other securities | — | — | $1.2M | 3.0% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $1.2M | 3.0% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $837K | 2.1% | |
| Transamerica** Balanced Retirement Fund | Other securities | — | — | $544K | 1.4% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $544K | 1.4% | |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $507K | 1.3% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $494K | 1.3% | |
| Transamerica** Investment Grade Bond Retirement Account | Other securities | — | — | $480K | 1.2% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $480K | 1.2% | |
| Transamerica** Small Cap World Retirement Option | Other securities | — | — | $397K | 1.0% | |
| AMERICAN FDS SMALLCAP WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 069 | Pooled Separate Account | — | — | $397K | 1.0% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $325K | 0.8% | |
| BLACKROCK HIGH YIELD BD PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $314K | 0.8% | |
| Participants** Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $285K | 0.7% | |
| Transamerica** New Perspective Retirement Option | Other securities | — | — | $203K | 0.5% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $203K | 0.5% | |
| Transamerica** Special Mid Cap Retirement Option | Other securities | — | — | $127K | 0.3% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 748 | Pooled Separate Account | — | — | $127K | 0.3% | |
| Transamerica** Equity Income Retirement Option | Other securities | — | — | $106K | 0.3% | |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $106K | 0.3% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $89K | 0.2% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 673 | 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.
