Lauren KNOX signed CALI Bamboo, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CALI Bamboo, LLC's EIN is 20-3050842.
Download the official 2024 Form 5500 (PDF) for CALI Bamboo, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CALI Bamboo, LLC'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 | 84-0467907 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | BROKER | $0 | — |
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 | Other securities | — | — | $3.8M | 20.7% | |
| INDEX SELECT MODERATE 2045 FUND CL GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $3.8M | 20.7% | |
| Empower | Other securities | — | — | $2.5M | 13.7% | |
| INDEX SLECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $2.5M | 13.7% | |
| Empower | Other securities | — | — | $2.4M | 13.0% | |
| INDEX SELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $2.4M | 13.0% | |
| BlackRock | Other securities | — | — | $2.1M | 11.4% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 7.0% | |
| Empower | Other securities | — | — | $975K | 5.3% | |
| INDEX SELECT MODERATE RETIRE CL I GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $975K | 5.3% | |
| American Funds | Mutual Funds | — | — | $721K | 3.9% | |
| Fidelity | Mutual Funds | — | — | $611K | 3.3% | |
| Fidelity | Mutual Funds | — | — | $552K | 3.0% | |
| Alliance Bernstein | Other securities | — | — | $515K | 2.8% | |
| Fidelity | Mutual Funds | — | — | $428K | 2.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $408K | 2.2% | |
| Notes receivable from participants | Other securities | — | — | $366K | 2.0% | |
| BLACKROCK RUSSEL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $265K | 1.4% | |
| Empower | Other securities | — | — | $244K | 1.3% | |
| State Street | Other securities | — | — | $214K | 1.2% | |
| Alliance Bernstein | Other securities | — | — | $200K | 1.1% | |
| American Funds | Mutual Funds | — | — | $146K | 0.8% | |
| Empower | Other securities | — | — | $142K | 0.8% | |
| INDEX SELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $142K | 0.8% | |
| Empower | Other securities | — | — | $101K | 0.5% | |
| INDEX SELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $101K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $77K | 0.4% | |
| Empower | Other securities | — | — | $71K | 0.4% | |
| INDEX SELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | — | — | $71K | 0.4% | |
| Empower | Other securities | — | — | $59K | 0.3% | |
| INDEX SELECT MODERATE 2065 FUND GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $59K | 0.3% | |
| Empower | Other securities | — | — | $34K | 0.2% | |
| INDEX SELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $34K | 0.2% | |
| Empower | Other securities | — | — | $33K | 0.2% | |
| INDEX SELET AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | — | — | $33K | 0.2% | |
| Empower | Other securities | — | — | $17K | <0.1% | |
| INDEX SELECT AGGRESSIVE 2065 FUND GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $17K | <0.1% | |
| Empower | Other securities | — | — | $13K | <0.1% | |
| INDEX SELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | — | — | $13K | <0.1% | |
| INDEX SELECT CONSERVATIVE 2065 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $13K | <0.1% | |
| BLACKROCK RUSSELL 2000 GROWTH INDEX GREAT GRAY · EIN 84-1009614 / PN 011 | Common Collective Trust | — | — | $12K | <0.1% | |
| iShares | Other securities | — | — | $2K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| Empower | Other securities | — | — | $87 | <0.1% | |
| INDEX SELECT CONSERVATIVE 2055 CL I GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $87 | <0.1% | |
| BLACKROCK EMERGING MARKETS EQUITY I GREAT GRAY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $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 |
|---|---|---|---|---|---|
| SAN DIEGO PENSION CONSULTANTS | 33-0461574 | — | TPA | $13K | — |
