Jerry Estrada signed Santa Barbara Metropolitan Transit District's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Santa Barbara Metropolitan Transit District's EIN is 95-2546247.
Download the official 2024 Form 5500 (PDF) for Santa Barbara Metropolitan Transit District from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Santa Barbara Metropolitan Transit District's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | $305K | 64.4% |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | $161K | 34.0% |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | $8K | 1.6% |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
