ALAN F. Balch signed California Thoroughbred Trainers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
California Thoroughbred Trainers' EIN is 95-3946289.
Download the official 2024 Form 5500 (PDF) for California Thoroughbred Trainers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)California Thoroughbred Trainers' plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTURE PLAN | — | CHICAGO, IL | TPA | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2030 Fd Inv | Mutual Funds | — | — | $7.3M | 30.1% | |
| Vanguard Target Retire 2025 Fd Inv | Mutual Funds | — | — | $2.6M | 10.6% | |
| Merrill Lynch Preferred Deposit (BUS) | Other securities | — | $2.4M | $2.4M | 9.7% | |
| Vanguard Target Retire 2035 Fd Inv | Mutual Funds | — | — | $2.1M | 8.7% | |
| Vanguard Target Retire 2040 Fd Inv | Mutual Funds | — | — | $1.6M | 6.6% | |
| Vanguard Target Retire 2045 Fd Inv | Mutual Funds | — | — | $1.5M | 6.1% | |
| Vanguard Target Retire 2050 Fd Inv | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard Target Retire 2020 Fd Inv | Mutual Funds | — | — | $1.0M | 4.3% | |
| Vanguard Target Retire 2055 Fd Inv | Mutual Funds | — | — | $877K | 3.6% | |
| Vanguard Vangrd Target Retire Inc Fd Inv | Mutual Funds | — | — | $497K | 2.0% | |
| Vanguard Target Retire 2060 Fd Inv | Mutual Funds | — | — | $475K | 1.9% | |
| Vanguard Target Retire 2065 Fd Inv | Mutual Funds | — | — | $296K | 1.2% | |
| Fully Benefit-Responsive Investment Contracts | Other securities | — | — | $76K | 0.3% | |
| Vanguard Vangrd Target Retire 2070 Fd | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Small-Cap Index Fnd Adm ** 663 Vanguard Total Int Stk In F Adm ** 609 * Voya Government Money Market Fd A (Hld Acct) | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Growth Index Fund Adm | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Federal Mny Mkt Fd Inv | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Total Bond Market Index Fd Adm | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
