Gary Doubrava signed Dallas Arboretum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dallas Arboretum's EIN is 23-7375815.
Download the official 2024 Form 5500 (PDF) for Dallas Arboretum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dallas Arboretum's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.2M | 53.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.4M | 45.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.1M | 42.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $478K | 4.9% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $374K | 3.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $137K | 1.4% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $91K | 0.9% | |
| [Assets held in participant loans] | Other | — | — | $69K | 0.7% |
