Albert Jones signed Planned Parenthood Gulf Coast's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planned Parenthood Gulf Coast's EIN is 74-1100163.
Download the official 2024 Form 5500 (PDF) for Planned Parenthood Gulf Coast from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planned Parenthood Gulf Coast's plan includes a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| 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 Growth Co K | Mutual Funds | — | — | $5.3M | 29.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 13.0% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $1.9M | 10.6% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $1.4M | 8.0% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $1.2M | 6.7% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $1.0M | 5.6% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $935K | 5.2% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $897K | 5.0% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $774K | 4.3% | |
| Fidelity Extd Mkt Index | Mutual Funds | — | — | $366K | 2.0% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $293K | 1.6% | |
| Fidelity Diversified Intl K6 | Mutual Funds | — | — | $254K | 1.4% | |
| Massachusetts Financial Services Company MFS Value R6 | Mutual Funds | — | — | $247K | 1.4% | |
| Harbor Capital Advisors Harbor SCV RET | Other securities | — | — | $193K | 1.1% | |
| PGIM Investments LLC PGIM TOTAL RTN BD R6 | Other securities | — | — | $125K | 0.7% | |
| Vanguard VAN FTSE SOC IDX ADM | Common Collective Trusts | — | — | $113K | 0.6% | |
| Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $109K | 0.6% | |
| Fidelity Management Trust Company - Managed Income Portfolio CL2 | Mutual Funds | — | — | $105K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $99K | 0.6% | |
| Fidelity GLB EX US Index | Mutual Funds | — | — | $99K | 0.6% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $82K | 0.5% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $66K | 0.4% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $56K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $34K | 0.2% | |
| Virtus VRTS DP REAL EST R6 | Other securities | — | — | $20K | 0.1% | |
| Conestoga Sm Cap IS | Other securities | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
