Spanish Speaking Unity Council of Alameda County's EIN is 94-1670490.
Download the official 2023 Form 5500 (PDF) for Spanish Speaking Unity Council of Alameda County from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spanish Speaking Unity Council of Alameda County'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 |
|---|---|---|---|---|---|
| NATIONWIDE | 95-2130882 | COLUMBUS, OH | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLP | 26-3415651 | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 10.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 10.0% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $834K | 7.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $743K | 7.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $632K | 5.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $600K | 5.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $587K | 5.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $425K | 4.0% | |
| Fidelity Freedom 2030 Fund Mutual Fund | Mutual Funds | — | — | $316K | 3.0% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund 130 Vanguard Target Retirement 2020 Fund Mutual Fund | Common Collective Trusts | — | — | $263K | 2.5% | |
| Fidelity Growth & Income Fund Mutual Fund | Mutual Funds | — | — | $224K | 2.1% | |
| Fidelity Equity Dividend Income Fund Mutual Fund | Mutual Funds | — | — | $174K | 1.6% | |
| American Funds Fundamental Investors Fund Mutual Fund | Mutual Funds | — | — | $170K | 1.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $159K | 1.5% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $149K | 1.4% | |
| JPMorgan Value Advantage Fund Mutual Fund | Other securities | — | — | $145K | 1.4% | |
| Fidelity Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $139K | 1.3% | |
| Federated Hermes Government Obligations Premier Fund Mutual Fund | Other securities | — | — | $112K | 1.1% | |
| Fully benefit-responsive investment contract * Best of America Fixed Account Guaranteed Interest Contract | Other securities | — | — | $111K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $102K | 1.0% | |
| Prudential Short-Term Corporate Bond Fund Mutual Fund | Other securities | — | — | $101K | 1.0% | |
| Principal Real Estate Securities Fund Mutual Fund 675 T.Rowe Price Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $97K | 0.9% | |
| Fidelity Magellan Fund Mutual Fund | Mutual Funds | — | — | $92K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $87K | 0.8% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $84K | 0.8% | |
| Fidelity Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $83K | 0.8% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $82K | 0.8% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $78K | 0.7% | |
| DFA International Value Fund Mutual Fund | Mutual Funds | — | — | $78K | 0.7% | |
| Fidelity Freedom 2045 Fund Mutual Fund | Mutual Funds | — | — | $76K | 0.7% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $65K | 0.6% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $63K | 0.6% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $59K | 0.6% | |
| Western Asset Core Bond Fund Mutual Fund | Other securities | — | — | $57K | 0.5% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $56K | 0.5% | |
| Goldman Sachs GQP Partners International Opportunities Fund Mutual Fund | Other securities | — | — | $55K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund 520 Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $55K | 0.5% | |
| American Funds Capital World Growth & Income Fund Mutual Fund | Mutual Funds | — | — | $53K | 0.5% | |
| Fidelity Asset Manager 60% Fund Mutual Fund 185 * Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $53K | 0.5% | |
| Vanguard Social Index Fund Mutual Fund | Common Collective Trusts | — | — | $53K | 0.5% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $52K | 0.5% | |
| NYLI MacKay High Yield Corporate Bond Fund Mutual Fund 560 * Nationwide Loomis All Cap Growth Fund Mutual Fund | Other securities | — | — | $51K | 0.5% | |
| DFA U.S. Small Cap Fund Mutual Fund | Mutual Funds | — | — | $49K | 0.5% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | Other securities | — | — | $49K | 0.5% | |
| PGIM Total Return Bond Fund Mutual Fund | Other securities | — | — | $49K | 0.5% | |
| Janus Henderson Global Life Sciences Fund Mutual Fund 604 JPMorgan Equity Income Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.5% | |
| Vanguard Intermediate-Term Bond Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.4% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $45K | 0.4% | |
| Fidelity Growth Company Fund Mutual Fund | Mutual Funds | — | — | $45K | 0.4% | |
| Avantis Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $44K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
