Kristi McKinney signed Santa Clara Development Corporat's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Santa Clara Development Corporat's EIN is 85-0480904.
Download the official 2024 Form 5500 (PDF) for Santa Clara Development Corporat from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Santa Clara Development Corporat's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2045 FUND K6 | Registered Investment Companies | — | — | $484K | 14.0% | |
| FIDELITY FREEDOM 2030 FUND K6 | Registered Investment Companies | — | — | $476K | 13.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $416K | 12.0% | |
| FIDELITY FREEDOM 2040 FUND K6 | Registered Investment Companies | — | — | $407K | 11.8% | |
| FIDELITY FREEDOM 2050 FUND K6 | Registered Investment Companies | — | — | $269K | 7.8% | |
| FID INTL CAP APPRECIATION K6 328 REGISTERED INVESTMENT COMPANY FIDELITY FREEDOM 2025 FUND K6 | Registered Investment Companies | — | — | $168K | 4.9% | |
| MFS MID CAP GROWTH R6 55 REGISTERED INVESTMENT COMPANY FIDELITY FREEDOM 2055 FUND K6 | Registered Investment Companies | — | — | $161K | 4.6% | |
| FIDELITY FREEDOM 2035 FUNDK6 | Registered Investment Companies | — | — | $144K | 4.2% | |
| FIDELITY FREEDOM 2065 FUND K6 | Registered Investment Companies | — | — | $135K | 3.9% | |
| FIDELITY FREEDOM 2060 FUND K6 | Registered Investment Companies | — | — | $89K | 2.6% | |
| FIDELITY FREEDOM 2015 FUND K6 | Registered Investment Companies | — | — | $86K | 2.5% | |
| FIDELITY FREEDOM 2020 FUND K6 | Registered Investment Companies | — | — | $79K | 2.3% | |
| FIDELITY FREEDOM 2010 FUND K6 321 REGISTERED INVESTMENT COMPANY AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $60K | 1.7% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $50K | 1.5% | |
| FIDELITY FREEDOM INCOME K6 | Registered Investment Companies | — | — | $49K | 1.4% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $47K | 1.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $40K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $32K | 0.9% | |
| MASSACHUSETTS INVESTORS TR R6 120 REGISTERED INVESTMENT COMPANY COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $28K | 0.8% | |
| VANGUARD TREASURY MONEY MARKET 29 REGISTERED INVESTMENT COMPANY FID INFL-P BD IDX | Registered Investment Companies | — | — | $6K | 0.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $4K | 0.1% | |
| RBC EMERGING MARKETS EQ R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID GOV MM K6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
