Bradley Blose signed San Diego Hebrew Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
San Diego Hebrew Homes' EIN is 95-1455284.
Download the official 2024 Form 5500 (PDF) for San Diego Hebrew Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Diego Hebrew Homes' 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWO | 04-2675571 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.0M | 91.3% | |
| Nuveen Lifecycle Idx 2030 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 19.7% | |
| Nuveen Lifecycle Idx 2025 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 12.0% | |
| State Street Equty 500 Idx Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $825K | 9.4% | |
| Nuveen Lifecycle Idx 2040 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $715K | 8.2% | |
| Nuveen Lifecycle Idx 2045 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $586K | 6.7% | |
| AUL Stable Value Account Collective Trust | Stable Value | — | — | $433K | 4.9% | |
| Nuveen Lifecycle Idx 2020 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $412K | 4.7% | |
| Nuveen Lifecycle Idx 2035 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $409K | 4.7% | |
| Participant loans All interest rates on participant loans at 4.25%, maturing through October 2029 0 | Bonds / Notes | — | — | $328K | 3.8% | |
| Nuveen Lifecycle Idx 2050 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $263K | 3.0% | |
| Columbia Sel Mid Cap Val Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $195K | 2.2% | |
| Amerfds American Balanced R4 Pooled Separate Account | Pooled Separate Accounts | — | — | $183K | 2.1% | |
| Nuveen Lifecycle Idx 2060 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $176K | 2.0% | |
| Nuveen Lifecycle Idx 2055 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $168K | 1.9% | |
| Nuveen Large Cap GR Idx Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $141K | 1.6% | |
| Vanguard Vif Smallcompgrth Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $132K | 1.5% | |
| Nuveen Lifecycle Idx 2015 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $120K | 1.4% | |
| Amerfds Inter Bond Amer R4 Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | 1.2% | |
| Amerfds Washington Mutual R4 Pooled Separate Account | Pooled Separate Accounts | — | — | $99K | 1.1% | |
| Fed Herm Kauf LG Cap IS Pooled Separate Account | Pooled Separate Accounts | — | — | $93K | 1.1% | |
| Lord Abbett Growth Leaders R5 Pooled Separate Account | Pooled Separate Accounts | — | — | $86K | 1.0% | |
| Fidelity VIP Contrafd Init Pooled Separate Account | Pooled Separate Accounts | — | — | $83K | 0.9% | |
| Blackrock Global Alloc I Pooled Separate Account | Pooled Separate Accounts | — | — | $81K | 0.9% | |
| Columbia Smcap Indx A Pooled Separate Account | Pooled Separate Accounts | — | — | $63K | 0.7% | |
| Nuveen Emerg Mkts EQ Idx Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $45K | 0.5% | |
| PIMCO INCOME ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $35K | 0.4% | |
| Amercent Midcap Val Inv Pooled Separate Account | Pooled Separate Accounts | — | — | $30K | 0.3% | |
| Nuveen Core Plus Bond R Pooled Separate Account | Pooled Separate Accounts | — | — | $26K | 0.3% | |
| Vanguard St Federal Inv Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.2% | |
| Nuveen Lifecycle Idx 2065 Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| Invesco Global Y Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| Amerfds Fdamental Invs R4 Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| Fed Herm Opp High Yld IS Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| Dfa US Targeted Val I Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| Nuveen Quant Midcap Growth R Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| Amerfds Europac Grth R4 Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.1% | |
| Brandywineglobal Opp Bond FI Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Jan Hen Flex Bond Port Instl Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Columbia Midcap Indx A Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
