Villa Esperanza Services' EIN is 95-2148860.
Download the official 2024 Form 5500 (PDF) for Villa Esperanza Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Villa Esperanza Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | SERVICE PROVIDER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | 71-0927304 | — | ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.2M | 15.8% | |
| Fidelity Investments Fidelity LGCP Gth Index Ins Prm | Mutual Funds | — | — | $929K | 12.2% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $773K | 10.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $657K | 8.6% | |
| Vanguard International Value Inv | Mutual Funds | — | — | $522K | 6.9% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | — | $487K | 6.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $472K | 6.2% | |
| Standard Insurance Company The Standard Stable Asset Fund A | Common Stocks | — | — | $393K | 5.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value I ** 4 Vanguard Equity-Income Adm | Mutual Funds | — | — | $312K | 4.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $294K | 3.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $239K | 3.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $186K | 2.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $162K | 2.1% | |
| Vanguard Wellington Admiral ** 1 Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $144K | 1.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $137K | 1.8% | |
| Participant Loans to participants, bearing interest from 3.25% to 8.50% | Bonds / Notes | — | — | $122K | 1.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $121K | 1.6% | |
| Fidelity Investments Fidelity Advisor Diversified Intl Z | Mutual Funds | — | — | $111K | 1.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $82K | 1.1% | |
| Vanguard Interm-Term Treasury Adm | Mutual Funds | — | — | $58K | 0.8% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $54K | 0.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $44K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $35K | 0.5% | |
| PGIM Investments Prudential High-Yield Q | Other securities | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $30K | 0.4% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
