Alessa Best signed Peninsula Humane Society & SPCA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peninsula Humane Society & SPCA's EIN is 94-1243665.
Download the official 2024 Form 5500 (PDF) for Peninsula Humane Society & SPCA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peninsula Humane Society & SPCA's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $776 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.5M | 76.9% | |
| Nuveen Lifecycle Idx 2035 R6 | Common Collective Trusts | — | — | $1.4M | 10.1% | |
| Nuveen Lifecycle Idx 2055 R6 | Common Collective Trusts | — | — | $1.1M | 7.8% | |
| Nuveen Lifecylcle Idx 2020 R6 | Common Collective Trusts | — | — | $1.0M | 7.5% | |
| Nuveen Lifecycle Idx 2050 R6 | Common Collective Trusts | — | — | $888K | 6.5% | |
| Jpmorgan Large Cap Growth R6 | Other securities | — | — | $831K | 6.1% | |
| AUL Stable Value Account | Stable Value | — | — | $830K | 6.1% | |
| Nuveen Lifecylcle Idx 2025 R6 | Common Collective Trusts | — | — | $663K | 4.9% | |
| Nuveen Lifecycle Idx 2030 R6 | Common Collective Trusts | — | — | $638K | 4.7% | |
| Nuveen Lifecycle Idx 2045 R6 | Common Collective Trusts | — | — | $632K | 4.6% | |
| Vanguard Lifestrat Grth Inv | Mutual Funds | — | — | $578K | 4.2% | |
| Nuveen Lifecycle Idx 2040 R6 | Common Collective Trusts | — | — | $534K | 3.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $415K | 3.0% | |
| VALIC Fixed Account Plus | Other securities | — | — | $342K | 2.5% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $276K | 2.0% | |
| Nuveen Intl EQ Idx R6 | Common Collective Trusts | — | — | $275K | 2.0% | |
| Nuveen Lifecycle Idx 2060 R6 | Common Collective Trusts | — | — | $270K | 2.0% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $186K | 1.4% | |
| VALIC Science & Technology Fund | Other securities | — | — | $173K | 1.3% | |
| VALIC International Equities Index Fund | Common Collective Trusts | — | — | $153K | 1.1% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $152K | 1.1% | |
| VALIC GS Vit Gov Money Mkt Fd Ints. | Cash / Money Market | — | — | $149K | 1.1% | |
| Vanguard Reit Index Adm | Mutual Funds | — | — | $144K | 1.1% | |
| Vanguard Windsor II | Mutual Funds | — | — | $121K | 0.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $114K | 0.8% | |
| Macquirie Mid Cap Growth R6 | Other securities | — | — | $108K | 0.8% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $101K | 0.7% | |
| Vanguard Lifestrat Mod GR Inv | Mutual Funds | — | — | $98K | 0.7% | |
| VALIC Growth Fund | Other securities | — | — | $91K | 0.7% | |
| Vanguard Ftse Social Index Adm | Mutual Funds | — | — | $82K | 0.6% | |
| VALIC Intl Socially Responsible Fund | Other securities | — | — | $74K | 0.5% | |
| Vanguard Int-Term Bond Idx Adm | Common Collective Trusts | — | — | $72K | 0.5% | |
| Vanguard Int-Term Invgrde Adm | Mutual Funds | — | — | $72K | 0.5% | |
| Vanguard Emrg Mkts Stk Idx Adm | Common Collective Trusts | — | — | $67K | 0.5% | |
| PIMCO Income Instl | Mutual Funds | — | — | $65K | 0.5% | |
| Notes Receivable from Participants | Other securities | — | — | $60K | 0.4% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $53K | 0.4% | |
| Nuveen Lifecylcle Idx 2065 R6 | Common Collective Trusts | — | — | $51K | 0.4% | |
| VALIC Emerging Economies | Other securities | — | — | $48K | 0.4% | |
| Amerfds New Perspective R6 | Other securities | — | — | $45K | 0.3% | |
| VALIC International Value Fund | Other securities | — | — | $41K | 0.3% | |
| Victory Sycam Establish Val R6 | Other securities | — | — | $41K | 0.3% | |
| Allspring Spec SM Cap Value R6 | Other securities | — | — | $40K | 0.3% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $39K | 0.3% | |
| VALIC Systematic Core Fund | Other securities | — | — | $38K | 0.3% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $38K | 0.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $38K | 0.3% | |
| VALIC Core Bond Fund | Other securities | — | — | $35K | 0.3% | |
| VALIC Small Cap Growth Fund | Other securities | — | — | $35K | 0.3% | |
| VALIC Systematic Value | Other securities | — | — | $34K | 0.3% |
