James F Siegrist signed Foothill Family Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foothill Family Service's EIN is 95-1690990.
Download the official 2024 Form 5500 (PDF) for Foothill Family Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foothill Family Service's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifcyc In 2040 F R6 | Mutual Funds | — | — | $3.7M | 15.0% | |
| Nuveen Lifcyc In 2035 F R6 | Mutual Funds | — | — | $2.9M | 11.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 11.1% | |
| Nuveen Lifcyc In 2045 F R6 | Mutual Funds | — | — | $2.6M | 10.6% | |
| Nuveen Lifcyc In 2050 F R6 | Mutual Funds | — | — | $2.2M | 8.9% | |
| Nuveen Lifcyc In 2055 F R6 | Mutual Funds | — | — | $1.7M | 6.7% | |
| Nuveen Lifcyc In Rt I F R6 | Mutual Funds | — | — | $1.4M | 5.5% | |
| SEPERATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE CO · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.2% | |
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $1.2M | 4.8% | |
| Nuveen Lifcyc In 2060 F R6 | Mutual Funds | — | — | $1.2M | 4.8% | |
| Nuveen Lifcyc In 2030 F R6 | Mutual Funds | — | — | $1.0M | 4.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $519K | 2.1% | |
| Nuveen Lifcyc In 2025 F R6 | Mutual Funds | — | — | $399K | 1.6% | |
| AB Small Cap Grw Port K | Other securities | — | — | $390K | 1.6% | |
| Participants' loans repaid semi-monthly | Participant loans | — | — | $349K | 1.4% | |
| Voya Fixed Plus Account III | Other securities | — | — | $309K | 1.2% | |
| PGIM Total Return Bond Fd R4 | Other securities | — | — | $304K | 1.2% | |
| American Funds EUPAC Fund R6 | Mutual Funds | — | — | $228K | 0.9% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $188K | 0.8% | |
| Putnam Lrg Cp Val Fd - Cl Y | Mutual Funds | — | — | $168K | 0.7% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $160K | 0.6% | |
| MoA Balanced Fund | Other securities | — | — | $149K | 0.6% | |
| America Centry Mid Cap Value Fund R6 | Other securities | — | — | $142K | 0.6% | |
| Fid US Bd Id Fd | Mutual Funds | — | — | $117K | 0.5% | |
| America Centry Small Cap Value Fund R6 | Other securities | — | — | $95K | 0.4% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $93K | 0.4% | |
| Mutual of America Life Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $76K | 0.3% | |
| Nuveen Lifcyc In 2065 F R6 | Mutual Funds | — | — | $67K | 0.3% | |
| DWS Capital Growth VIP | Other securities | — | — | $56K | 0.2% | |
| Mutual of America Interest Accumulation | Other securities | — | — | $45K | 0.2% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | — | $45K | 0.2% | |
| MoA Aggressive Allocation Fund | Other securities | — | — | $38K | 0.2% | |
| MoA Small Cap Growth Fund | Other securities | — | — | $37K | 0.2% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $33K | 0.1% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $28K | 0.1% | |
| MFS Mid Cap Growth Fund R3 | Mutual Funds | — | — | $26K | 0.1% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | — | $22K | <0.1% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $18K | <0.1% | |
| American Century Investments VP Capital Appreciation Fund | Other securities | — | — | $13K | <0.1% | |
| Mutual of America International Fund | Other securities | — | — | $12K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $11K | <0.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $11K | <0.1% | |
| Nuveen Lifcyc In 2010 F R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $8K | <0.1% | |
| Nuveen Lifcyc In 2020 F R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| Mutual of America All America Fund | Other securities | — | — | $7K | <0.1% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
