Heather Henry signed California Human Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
California Human Development Corporation's EIN is 94-1653023.
Download the official 2024 Form 5500 (PDF) for California Human Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)California Human Development Corporation's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $40 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.3M | 76.5% | |
| Group Annuity Contract * AUL Stable Value Account Group Annuity Contract ** $ | Stable Value | — | — | $673K | 22.1% | |
| PIMCO Real Return Instl Registered Investment Company | Mutual Funds | — | — | $259K | 8.5% | |
| Goldmansachs Int EQ Insi R6 Registered Investment Company | Common Stocks | — | — | $226K | 7.4% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $204K | 6.7% | |
| Vic Pioneer Equity Income R6 Registered Investment Company | Common Stocks | — | — | $190K | 6.2% | |
| Vanguard Dev Mkts Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $189K | 6.2% | |
| Vanguard US Growth Adm Registered Investment Company | Mutual Funds | — | — | $186K | 6.1% | |
| Registered Investment Companies Vanguard 500 Index Adm Registered Investment Company | Common Collective Trusts | — | — | $172K | 5.6% | |
| Amerfds Washington Mutual R6 Registered Investment Company | Common Stocks | — | — | $168K | 5.5% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | Mutual Funds | — | — | $143K | 4.7% | |
| Dfa Emerging Markets I Registered Investment Company | Mutual Funds | — | — | $135K | 4.4% | |
| Dfa Real Estate Securities I Registered Investment Company | Mutual Funds | — | — | $117K | 3.9% | |
| Fidelity Adv Smcap Value Z Registered Investment Company | Mutual Funds | — | — | $99K | 3.3% | |
| Blackrock Total Return K Registered Investment Company | Common Stocks | — | — | $80K | 2.6% | |
| Vanguard Int-Term Bond Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $72K | 2.4% | |
| Participant Loans Interest rates at (5.25%~10.50%) $0 | Bonds / Notes | — | — | $43K | 1.4% | |
| Jan Hen Triton N Registered Investment Company | Common Stocks | — | — | $40K | 1.3% | |
| Amerfds American Balanced R6 Registered Investment Company | Common Stocks | — | — | $35K | 1.2% | |
| Macquarie Small Cap Core R6 Registered Investment Company | Common Stocks | — | — | $12K | 0.4% |
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | CONTRACT ADMINISTRATOR | $2K | — |
