ANN Frost signed Planned Parenthood of Greater Texas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planned Parenthood of Greater Texas' EIN is 52-1243220.
Download the official 2024 Form 5500 (PDF) for Planned Parenthood of Greater Texas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planned Parenthood of Greater Texas' 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 | -$6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID Growth Co K | Mutual Funds | — | — | $2.7M | 13.0% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $2.3M | 11.2% | |
| Fidelity FID Freedom 2035 K | Mutual Funds | — | — | $1.9M | 9.4% | |
| Fidelity FID Freedom 2045 K | Mutual Funds | — | — | $1.9M | 9.2% | |
| Fidelity FID Freedom 2030 K | Mutual Funds | — | — | $1.5M | 7.2% | |
| Fidelity FID Freedom 2055 K | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Management Trust Company - Managed Income Portfolio CL 2 | Mutual Funds | — | — | $1.1M | 5.6% | |
| Fidelity FID Freedom 2020 K | Mutual Funds | — | — | $1.1M | 5.5% | |
| Fidelity FID Freedom 2040 K | Mutual Funds | — | — | $1.1M | 5.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| Fidelity FID Freedom 2050 K | Mutual Funds | — | — | $924K | 4.5% | |
| Fidelity FID Freedom 2025 K | Mutual Funds | — | — | $883K | 4.3% | |
| Fidelity FID Extd Mkt IDX | Common Collective Trusts | — | — | $763K | 3.7% | |
| Fidelity FID Freedom 2060 K | Mutual Funds | — | — | $714K | 3.5% | |
| Fidelity FID Diversified Intl K6 | Mutual Funds | — | — | $450K | 2.2% | |
| PGIM Investments LLC PGIM TOTAL RTN BD R6 | Other securities | — | — | $432K | 2.1% | |
| Massachusetts Financial Services Company MFS Value R6 | Mutual Funds | — | — | $287K | 1.4% | |
| Fidelity FID US Bond IDX | Common Collective Trusts | — | — | $258K | 1.3% | |
| Fidelity FID Freedom 2015 K | Mutual Funds | — | — | $182K | 0.9% | |
| Conestoga Sm Cap IS | Other securities | — | — | $159K | 0.8% | |
| Fidelity FID Freedom 2010 K | Mutual Funds | — | — | $111K | 0.5% | |
| Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $108K | 0.5% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $86K | 0.4% | |
| Harbor Capital Advisors Harbor SCV RET | Other securities | — | — | $83K | 0.4% | |
| Virtus VRTS DP REAL EST R6 | Other securities | — | — | $57K | 0.3% | |
| VAN FTSE VAN FTSE SOC IDX ADM | Common Collective Trusts | — | — | $49K | 0.2% | |
| Fidelity FID Freedom 2065 K | Mutual Funds | — | — | $48K | 0.2% | |
| BTW Balanced BTW Balanced | Other securities | — | — | $30K | 0.1% | |
| Fidelity FID Freedom Inc K | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
