Gennaro Cicalese signed The Boston School Bus Drivers' Deferred RTMT & SVGS Plan Committee's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Boston School Bus Drivers' Deferred RTMT & SVGS Plan Committee's EIN is 81-0859358.
Download the official 2024 Form 5500 (PDF) for The Boston School Bus Drivers' Deferred RTMT & SVGS Plan Committee from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Boston School Bus Drivers' Deferred RTMT & SVGS Plan Committee's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN GILLIS | 81-0859358 | — | PLAN ADMIN | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Money Market | Mutual Funds | — | — | $10.1M | 17.1% | |
| Alliance Bernstein Large Cap Growth A | Other securities | — | — | $9.1M | 15.5% | |
| Putnam Large Cap Value Class Y | Mutual Funds | — | — | $5.3M | 8.9% | |
| JP Morgan Core Plus Bond R6 | Other securities | — | — | $4.3M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 6.7% | |
| Vanguard Short Term Federal Admiral | Mutual Funds | — | — | $3.7M | 6.2% | |
| various dates through 2039, collateralized by participant's vested account balance. - | Other securities | — | — | $3.4M | 5.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $2.2M | 3.7% | |
| Hartford Strategic Income Class R5 | Other securities | — | — | $2.1M | 3.6% | |
| Fidelity Advisor International Growth Fund Class I | Mutual Funds | — | — | $1.9M | 3.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.6M | 2.7% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.5M | 2.5% | |
| American Funds New World Class R4 | Mutual Funds | — | — | $1.5M | 2.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| Columbia Balanced Class Z | Other securities | — | — | $1.4M | 2.3% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Janus Henderson Enterprise Class N | Mutual Funds | — | — | $824K | 1.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $786K | 1.3% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $584K | 1.0% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $543K | 0.9% | |
| Carillion Scout Mid Cap Class R6 | Other securities | — | — | $462K | 0.8% | |
| American Century Small Cap Value A | Other securities | — | — | $394K | 0.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $302K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $267K | 0.5% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $151K | 0.3% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $145K | 0.2% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $112K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $48K | <0.1% | |
| Principal Real Estate Securities Institutional | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
