Corrina Espinosa signed East Valley Tourist Development Authority DBA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
East Valley Tourist Development Authority DBA's EIN is 95-3835364.
Download the official 2024 Form 5500 (PDF) for East Valley Tourist Development Authority DBA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)East Valley Tourist Development Authority DBA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Income Fund | Other securities | — | — | $6.7M | 21.9% | |
| PGIM Investments PGIM Total Return Bond R6 | Other securities | — | — | $3.4M | 11.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.6M | 8.4% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $2.4M | 8.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.4M | 8.0% | |
| MFS Investment MFS International Equity R6 | Mutual Funds | — | — | $2.0M | 6.5% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $1.8M | 6.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.8M | 6.0% | |
| from participants between January 2025 and August 2034 | Other securities | — | — | $1.6M | 5.3% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $1.1M | 3.5% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $969K | 3.2% | |
| Allspring Global Allspring Special Mid Cap Value R6 | Other securities | — | — | $918K | 3.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $803K | 2.6% | |
| Allspring Global Allspring Special Small Cap Value R6 | Other securities | — | — | $690K | 2.3% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $671K | 2.2% | |
| Capital Group American Funds American Balanced R6 | Mutual Funds | — | — | $220K | 0.7% | |
| Capital Group American Funds New Perspective R6 | Mutual Funds | — | — | $214K | 0.7% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $60K | 0.2% | |
| Voya Funds Trust Voya Gnma Income I | Agency / Mortgage-Backed | — | — | $24K | <0.1% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACIAS GINI AND OCONNELL LLP | — | SACRAMENTO, CA | AUDITOR | $22K | — |
