This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS | 91-1320111 | SEATTLE, WA | INVESTMENT ADVISOR | $73K | — |
| ATLANTA CAPITAL | 13-2614959 | ATLANTA, GA | INVESTMENT MANAGER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | CINCINNATI, OH | INVESTMENT TRUSTEE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PANAGORA RISK PARITY JUAN DE LA CRUZ PENSION PLAN · EIN 95-6454441 / PN 000 | Common Collective Trust | $10.2M | 14.9% |
| JPM STRATEGIC PPTY FUND JUAN DE LA CRUZ PENSION PLAN · EIN 95-6454441 / PN 000 | Common Collective Trust | $8.2M | 12.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENDEZ PETTY MORENO LLP | 26-1356482 | BAKERSFIELD, CA | AUDITOR | $45K | — |
| W-9 CORRECTIONS | 27-2910896 | — | ACCOUNTING SERVICES | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 04-3921424 | SAN JOSE, CA | ACTUARY | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSH GOTTLIEB | 95-2956616 | GLENDALE, CA | ATTORNEY | $68K | — |
| MARTINEZ AGUILASOCHO & LYNCH | — | BAKERSFIELD, CA | LEGAL CONSUL | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED FARMWORKERS OF AMERICA | 94-1448579 | KEENE, CA | PLAN SPONSOR | $72K | — |
| PATRICK PINE | 77-0178627 | KEENE, CA | ADMINSTRATOR | $56K | — |
| NATIONAL CHAVEZ CENTER | 77-0159465 | KEENE, CA | PLAN PARTICIPANT | $55K | — |
| MELINDA CAMPOS | 77-0178627 | KEENE, CA | EMPLOYEE | $47K | — |
| RFK MEDICAL PLAN | 94-6186170 | KEENE, CA | MEDICAL PLAN | $37K | — |
| MERCEDES MARTINEZ | 77-0178627 | KEENE, CA | EMPLOYEE | $32K | — |
| CECELIO INIGUEZ | 77-0178627 | KEENE, CA | CONSULTING | $30K | — |
| TPX COMMUNICATIONS | — | AUSTIN, TX | TELEPHONE SERVICE | $11K | — |
| I.S.S.I | 77-0178627 | CHERRY HILL, NJ | INFORMATION SYSTEM ADMIN | $11K | — |
| CESAR CHAVEZ FOUNDATION | 95-4814684 | KEENE, CA | PLAN PARTICIPANT | $2K | — |
