Glenda Oakley signed Easter Seals Southern California's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easter Seals Southern California's EIN is 94-3068149.
Download the official 2023 Form 5500 (PDF) for Easter Seals Southern California from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Easter Seals Southern California's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $1.5M | $1.3M | 43.6% | |
| Dimensional Fund Advisors DFA international core equity | Mutual Funds | — | $328K | $388K | 12.7% | |
| Principal Life Insurance Company LDI intermediate duration separate account | Pooled Separate Accounts | — | $262K | $266K | 8.7% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $266K | 8.7% | |
| Eagle Financial Services, Inc. Carillon eagle mid cap growth | Common Stocks | — | $163K | $180K | 5.9% | |
| Pioneer fundamental growth | Other securities | — | $136K | $179K | 5.8% | |
| MFS Investment Management MFS value fund | Mutual Funds | — | $129K | $161K | 5.3% | |
| JP Morgan Funds Undiscovered managers behavioral fund | Other securities | — | $125K | $156K | 5.1% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | $105K | $116K | 3.8% | |
| Delaware Investments Delaware emerging markets | Other securities | — | $102K | $114K | 3.7% | |
| Victory Funds Victory trivalent international small cap | Other securities | — | $81K | $90K | 2.9% | |
| Principal Life Insurance Company LDI extended duration separate account | Pooled Separate Accounts | — | $30K | $22K | 0.7% | |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $22K | 0.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $14K | $15K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
