Connie DONG signed Humangood Norcal's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Humangood Norcal's EIN is 94-1225374.
Download the official 2024 Form 5500 (PDF) for Humangood Norcal from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Humangood Norcal's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $143K | — |
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.
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $500 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $16.6M | 10.5% | |
| JPMorgan Smart Retirement 2025 A N/R | Other securities | — | — | $15.9M | 10.1% | |
| JPMorgan SmartRetrmnt 2030 A | Other securities | — | — | $15.9M | 10.1% | |
| JPMorgan Smart Retirement 2035 A N/R | Other securities | — | — | $12.5M | 7.9% | |
| JPMorgan SmartRetrmnt 2040 A | Other securities | — | — | $11.1M | 7.0% | |
| JPMorgan Smart Retirement 2045 A N/R | Other securities | — | — | $9.8M | 6.2% | |
| JPMorgan Smart Retirement 2050 A N/R | Other securities | — | — | $7.0M | 4.4% | |
| JPMorgan Smart Retirement 2020 A N/R | Other securities | — | — | $6.5M | 4.1% | |
| JPMorgan Smart Retirement 2055 A N/R | Other securities | — | — | $5.8M | 3.7% | |
| Putnam Stable Value (25) N/R | Stable Value | — | — | $5.1M | 3.2% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| Dodge & Cox Dodge & Cox Income I N/R | Mutual Funds | — | — | $5.0M | 3.2% | |
| Calvert Equity R6 N/R | Other securities | — | — | $4.6M | 2.9% | |
| Transamerica Capital Inc. Transamerica Gov't Money Market R4 N/A | Cash / Money Market | — | — | $4.5M | 2.9% | |
| Participant Loans Interest rates: 4.25% - 8.00% $0 | Bonds / Notes | — | — | $4.0M | 2.5% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.7M | 2.4% | |
| JPMorgan SmartRetrmnt Inc A | Common Stocks | — | — | $3.5M | 2.2% | |
| Common Collective Trusts Columbia Trust Dividend Income A N/R | Common Collective Trusts | — | — | $2.8M | 1.8% | |
| COLUMBIA TR DIVIDEND INC A COLUMBIA · EIN 41-0007957 / PN 128 | Common Collective Trust | — | — | $2.6M | 1.7% | |
| American Funds American Funds International Vntg R6 N/R | Mutual Funds | — | — | $2.4M | 1.5% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $2.2M | 1.4% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $2.1M | 1.4% | |
| JPMorgan Smart Retirement 2060 A N/R | Other securities | — | — | $1.8M | 1.1% | |
| Dodge & Cox Dodge & Cox Stock I N/R | Mutual Funds | — | — | $1.7M | 1.1% | |
| Vanguard Dvlp Mrkts Indx Admiral N/R | Mutual Funds | — | — | $1.7M | 1.1% | |
| Vanguard Developed Mkt Index Adm | Mutual Funds | — | — | $1.7M | 1.1% | |
| Allspring Special Mid Cap Value R6 N/R | Mutual Funds | — | — | $1.5M | 1.0% | |
| MID CAP GROWTH II CLASS R1 WILMINGTON TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| Janus Henderson Janus Henderson Triton N N/R | Mutual Funds | — | — | $1.2M | 0.8% | |
| Allspring Special Small Cap Val R6 | Other securities | — | — | $1.2M | 0.8% | |
| Prudential PGIM Short-Term Corp Bond R6 N/R | Common Stocks | — | — | $1.1M | 0.7% | |
| Self-directed Brokerage Account Charles Schwab Instl Person Choice Retirement Account N/R | Self-Directed Brokerage | — | — | $1.0M | 0.7% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $1.0M | 0.6% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $741K | 0.5% | |
| MassMutual High Yield I N/R | Other securities | — | — | $618K | 0.4% | |
| Prudential PGIM Global Total Return R6 N/R | Other securities | — | — | $520K | 0.3% | |
| Principal Real Estate Securities Principal Real Estate Securities R6 N/R | Other securities | — | — | $416K | 0.3% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $204K | 0.1% | |
| Insurance Company/General Account * Transamerica Financial Life Ins. Co Insurance Company/General Account N/R | Common Stocks | — | — | $68K | <0.1% |
