Adelante Development Center, Inc.'s EIN is 85-0262072.
Download the official 2024 Form 5500 (PDF) for Adelante Development Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adelante Development Center, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shares * Schwab Total Stk Mkt Index - | Registered Investment Companies | — | — | $3.1M | 34.1% | |
| Vanguard Total Bond Mkt Index Adm - | Mutual Funds | — | — | $2.6M | 28.5% | |
| Stable Asset Fund * The Standard Insurance Co. Standard Stable Asset A - | Common Stocks | — | — | $1.4M | 15.7% | |
| Fidelity Intl Index Fd - | Mutual Funds | — | — | $936K | 10.2% | |
| from participants term 12 – 60 months - | Other securities | — | — | $350K | 3.8% | |
| JP Morgan JPMorgan Large Cap Growth R6 - | Other securities | — | — | $174K | 1.9% | |
| Voya Vanguard Emrg Mkts Stk Ind Fd ADM - | Mutual Funds | — | — | $111K | 1.2% | |
| Vanguard Mid Cap Val | Mutual Funds | — | — | $86K | 0.9% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $66K | 0.7% | |
| VALIC Loan Escrow Fund - 747 Total Variable Annuity Contracts | Other securities | — | — | $57K | 0.6% | |
| AIG CONTRACT 001 AIG VALIC · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $57K | 0.6% | |
| Variable Annuity Contracts * VALIC Loan Collateral Fund - | Other securities | — | — | $56K | 0.6% | |
| Vanguard Mid-Cap Grth Ind Admiral - | Mutual Funds | — | — | $51K | 0.6% | |
| Vanguard Balanced Index Fd Admiral - | Mutual Funds | — | — | $48K | 0.5% | |
| Vanguard Real Estate In Fd Adm Shrs - | Mutual Funds | — | — | $30K | 0.3% | |
| Dimensional Fund Advisors Dfa US Targeted Value Port Instl - | Mutual Funds | — | — | $30K | 0.3% | |
| Vanguard Explorer Fd Admiral Shares - | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Equity Inc Fd Admiral Shs - | Mutual Funds | — | — | $18K | 0.2% | |
| Dimensional Fund Advisors Dfa Intl Core Eqty Port Instl - | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
