Erika Kurtz signed CSLB Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSLB Holdings Inc.'s EIN is 80-0120293.
Download the official 2024 Form 5500 (PDF) for CSLB Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSLB Holdings Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $598K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares Total US Stock Market Fund K Registered investment company | Common Stocks | — | — | $161.4M | 13.4% | |
| Vanguard Primecap Fund Adm Registered investment company | Mutual Funds | — | — | $121.0M | 10.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $114.9M | 9.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $102.5M | 8.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $87.2M | 7.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $81.6M | 6.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $64.1M | 5.3% | |
| Vanguard Windsor II Fund Adm Registered investment company | Mutual Funds | — | — | $51.9M | 4.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $49.9M | 4.1% | |
| iShares MSCI EAFE International Fund K Registered investment company | Common Stocks | — | — | $43.8M | 3.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $43.1M | 3.6% | |
| Fidelity Managed Income Portfolio II CL 1 Common collective trust | Common Collective Trusts | — | — | $36.3M | 3.0% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $36.3M | 3.0% | |
| ARTISAN MID CAP INST SEI TRUST COMPANY · EIN 81-2225016 / PN 006 | Common Collective Trust | — | — | $35.1M | 2.9% | |
| Vanguard Total Bond Market Fund Institutional Registered investment company | Mutual Funds | — | — | $32.3M | 2.7% | |
| AF Europac Growth Fund R6 Registered investment company | Common Stocks | — | — | $28.5M | 2.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $21.8M | 1.8% | |
| Victory Sycamore Small Company Opportunity Fund I Registered investment company | Common Stocks | — | — | $20.4M | 1.7% | |
| Participant loans With maturities through 2040 and Interest rates ranging from 8.5% to 9.0% | Bonds / Notes | — | — | $18.6M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.5% | |
| Pimco Income Fund Inst. Registered investment company | Mutual Funds | — | — | $16.3M | 1.3% | |
| MetWest Total Return Bond D Fund P Registered investment company | Common Stocks | — | — | $15.8M | 1.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $825K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $152K | <0.1% |
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 |
|---|---|---|---|---|---|
| ERNST AND YOUNG LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $5K | — |
