Monetta Williams signed Casa Pacifica Centers for Children and Families' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casa Pacifica Centers for Children and Families' EIN is 77-0195022.
Download the official 2024 Form 5500 (PDF) for Casa Pacifica Centers for Children and Families from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casa Pacifica Centers for Children and Families' plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $11K | — |
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $3.8M | 20.9% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $3.0M | 16.5% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $1.9M | 10.3% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $1.9M | 10.2% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $1.3M | 6.9% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.1M | 6.1% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $881K | 4.8% | |
| American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $723K | 4.0% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $685K | 3.7% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $601K | 3.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $529K | 2.9% | |
| MID CAP GROWTH R2 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $347K | 1.9% | |
| SMALL CAP GR II R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $298K | 1.6% | |
| LARGE CAP VALUE R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $248K | 1.4% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 3.25% - 8.50% | Bonds / Notes | — | — | $230K | 1.3% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $152K | 0.8% | |
| MID CAP VALUE FEE R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $122K | 0.7% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $109K | 0.6% | |
| TCW MW TOT RTN BD I | Other securities | — | — | $86K | 0.5% | |
| STABLE VALUE FEE R2 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $85K | 0.5% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $59K | 0.3% | |
| MFS INTL DIVRSN R4 | Mutual Funds | — | — | $57K | 0.3% | |
| American Funds AF TRGT DATE 2015 R6 | Mutual Funds | — | — | $43K | 0.2% | |
| SMALL CAP VAL II R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $42K | 0.2% | |
| American Funds AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| ADVISOR |
| $10K |
| — |
