BLAS F. Alvarez signed Stradling Yocca Carlson & Rauth LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stradling Yocca Carlson & Rauth LLP's EIN is 95-3347002.
Download the official 2024 Form 5500 (PDF) for Stradling Yocca Carlson & Rauth LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stradling Yocca Carlson & Rauth LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SPINNAKER INVESTMENT GROUP LLC | 81-2550846 | — | ADVISOR | $26K | — |
| PACIFIC FINANCIAL GROUP, INC | — | NE BELLEVUE, WA | ADVISOR | $24K | — |
| WELLS FARGO ADVISORS LLC | 72-1560834 | — | ADVISOR | $20K | — |
| MERRILL LYNCH | — | FOLSOM, CA | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Self Directed Brokerage N/A | Self-Directed Brokerage | — | — | $31.5M | 28.3% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $25.0M | 22.4% | |
| Van Target Retire 2040 Mutual Fund N/A | Other securities | — | — | $8.4M | 7.5% | |
| PUTNAM STABLE VALUE PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 002 | Common Collective Trust | — | — | $7.4M | 6.6% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $6.3M | 5.7% | |
| Van Target Retire 2045 Mutual Fund N/A | Other securities | — | — | $6.0M | 5.4% | |
| Van Target Retire 2035 Mutual Fund N/A | Other securities | — | — | $3.7M | 3.4% | |
| Fidelity Total Bond Mutual Fund N/A | Mutual Funds | — | — | $3.4M | 3.1% | |
| Van Target Retire 2025 Mutual Fund N/A | Other securities | — | — | $3.2M | 2.9% | |
| Van Target Retire 2050 Mutual Fund N/A | Other securities | — | — | $3.1M | 2.7% | |
| American Europacific Mutual Fund N/A | Other securities | — | — | $2.6M | 2.4% | |
| Van Target Retire 2030 Mutual Fund N/A | Other securities | — | — | $2.4M | 2.1% | |
| Van Target Retire 2020 Mutual Fund N/A | Other securities | — | — | $1.5M | 1.4% | |
| JPMorgan Large Cap Grow Mutual Fund N/A | Other securities | — | — | $1.1M | 1.0% | |
| Van Target Retire 2060 Mutual Fund N/A | Other securities | — | — | $675K | 0.6% | |
| Notes Receivable From Participants Maturing 2025 - 2036 at interest rates of 6.25% - 11.51% - | Bonds / Notes | — | — | $491K | 0.4% | |
| Columbia Dividend Income Mutual Fund N/A | Other securities | — | — | $428K | 0.4% | |
| Van Target Retire 2055 Mutual Fund N/A | Other securities | — | — | $259K | 0.2% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $259K | 0.2% | |
| Van Retirement Inc Mutual Fund N/A | Common Stocks | — | — | $257K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $142K | 0.1% | |
| MassMutual Sm Cap Grow E Mutual Fund N/A | Other securities | — | — | $68K | <0.1% | |
| Fidelity Total Intnl Ind Mutual Fund N/A | Mutual Funds | — | — | $53K | <0.1% | |
| Dodge & Cox Interntl Stk Mutual Fund N/A | Mutual Funds | — | — | $44K | <0.1% | |
| Van Target Retire 2065 Mutual Fund N/A | Other securities | — | — | $28K | <0.1% | |
| Carillon Eagle Md Cp Gro Mutual Fund N/A | Other securities | — | — | $15K | <0.1% | |
| Victroy Syc Establsh Val Mutual Fund N/A | Other securities | — | — | $14K | <0.1% | |
| Allspring SP Sm Cp Val Mutual Fund N/A | Other securities | — | — | $13K | <0.1% |
