LOP HOU signed Golden Gate Regional Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golden Gate Regional Center's EIN is 94-2461462.
Download the official 2023 Form 5500 (PDF) for Golden Gate Regional Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Golden Gate Regional Center's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-1592130 | COLUMBUS, OH | TRUST CUSTODIAN | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | — | OMAHA, NE | INVESTMENT ADVISORY | $155K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $63.8M | 95.6% | |
| [Assets held in participant loans] | Other | — | — | $137K | 0.2% |
| IRON-CO-FID--COMPREHENSIVE | 26-2409128 | NORTHBROOK, IL | INVESTMENT ADVISOR | $28K | — |
| LINCOLN FINANCIAL ADVISORS | — | FORT WAYNE, IN | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIMARK BENEFITS | 94-2320862 | BURLINGAME, CA | TPA | $32K | — |
