Jamie Smith signed Central Arizona Supply, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Arizona Supply, Inc.'s EIN is 86-0215440.
Download the official 2024 Form 5500 (PDF) for Central Arizona Supply, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Arizona Supply, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JANUS HENDERSON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $4.3M | 33.4% | |
| BLACKROCK GLBL ALLOC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $4.0M | 31.2% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $2.0M | 15.1% | |
| Transamerica Life Ins Co Insurance Company/General Account | Common Stocks | — | — | $546K | 4.2% | |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $444K | 3.4% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $247K | 1.9% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $185K | 1.4% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $173K | 1.3% | |
| Participants Notes Receivable with interest rates of 6.25% to 11.50% | Bonds / Notes | — | — | $149K | 1.2% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $105K | 0.8% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $102K | 0.8% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $91K | 0.7% | |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | — | — | $86K | 0.7% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 293 | Pooled Separate Account | — | — | $80K | 0.6% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 249 | Pooled Separate Account | — | — | $72K | 0.6% | |
| TA VANGUARD SMALL-CP GR IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $60K | 0.5% | |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | — | — | $52K | 0.4% | |
| INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | — | — | $49K | 0.4% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $48K | 0.4% | |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 291 | Pooled Separate Account | — | — | $45K | 0.3% | |
| TEMPLETON GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $38K | 0.3% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $15K | 0.1% | |
| TRANSAMERICA SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 002 | Pooled Separate Account | — | — | $11K | <0.1% | |
| THORNBURG INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 131 | Pooled Separate Account | — | — | $9K | <0.1% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 719 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PIONEER STRATEGIC INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 474 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
