Melissa Morris signed Lucile Packard Foundation for Children's Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lucile Packard Foundation for Children's Health's EIN is 77-0440090.
Download the official 2024 Form 5500 (PDF) for Lucile Packard Foundation for Children's Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lucile Packard Foundation for Children's Health'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $525 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 Mutual Fund | Mutual Funds | — | — | $5.6M | 13.1% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $5.3M | 12.6% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $3.7M | 8.8% | |
| FID CONTRAFUND Mutual Fund | Mutual Funds | — | — | $3.0M | 7.2% | |
| FID FREEDOM 2055 Mutual Fund | Mutual Funds | — | — | $3.0M | 7.0% | |
| FID FREEDOM 2050 Mutual Fund | Mutual Funds | — | — | $2.3M | 5.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $2.1M | 5.0% | |
| FID FREEDOM 2040 Mutual Fund | Mutual Funds | — | — | $2.1M | 4.9% | |
| FID FREEDOM 2035 Mutual Fund | Mutual Funds | — | — | $2.0M | 4.8% | |
| PUTN LG CAP VAL Mutual Fund | Other securities | — | — | $1.3M | 3.0% | |
| FID FREEDOM 2020 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| FID FREEDOM 2060 Mutual Fund | Mutual Funds | — | — | $976K | 2.3% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $959K | 2.3% | |
| FID US SUSTN IDX Mutual Fund | Common Collective Trusts | — | — | $832K | 2.0% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $790K | 1.9% | |
| FID MID CAP STOCK Mutual Fund | Mutual Funds | — | — | $754K | 1.8% | |
| TRP OVERSEAS STOCK Mutual Fund | Other securities | — | — | $725K | 1.7% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $707K | 1.7% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $680K | 1.6% | |
| FID FREEDOM 2030 Mutual Fund | Mutual Funds | — | — | $599K | 1.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $564K | 1.3% | |
| FID FREEDOM 2025 Mutual Fund | Mutual Funds | — | — | $451K | 1.1% | |
| AS SPL SM CAP VAL Mutual Fund | Other securities | — | — | $425K | 1.0% | |
| FID PURITAN Mutual Fund | Mutual Funds | — | — | $389K | 0.9% | |
| FID SM CAP DISCOVERY Mutual Fund | Mutual Funds | — | — | $388K | 0.9% | |
| FID FREEDOM 2065 Mutual Fund | Mutual Funds | — | — | $342K | 0.8% | |
| CAUSEWAY EM MKTS Mutual Fund | Other securities | — | — | $335K | 0.8% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $330K | 0.8% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $256K | 0.6% | |
| BAIRD SH TM BOND Mutual Fund | Other securities | — | — | $216K | 0.5% | |
| Participant loans Rates from 9.50% to 10.50% - 0 - | Bonds / Notes | — | — | $81K | 0.2% | |
| FID FREEDOM 2015 Mutual Fund | Mutual Funds | — | — | $37K | <0.1% | |
| FID FREEDOM 2010 Mutual Fund | Mutual Funds | — | — | $33K | <0.1% | |
| FID FREEDOM INC Mutual Fund | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
