JEAN Calimbas signed Green Dot Public Schools California's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Green Dot Public Schools California's EIN is 95-4679811.
Download the official 2024 Form 5500 (PDF) for Green Dot Public Schools California from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Green Dot Public Schools California'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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR * Mutual Fund | Common Collective Trusts | — | — | $5.7M | 25.7% | |
| IS S&P 500 IDX K Mutual Fund | Common Collective Trusts | — | — | $4.9M | 22.1% | |
| FID FDM IDX 2050 IPR * Mutual Fund | Common Collective Trusts | — | — | $4.3M | 19.4% | |
| FID FDM IDX 2060 IPR * Mutual Fund | Common Collective Trusts | — | — | $2.2M | 10.0% | |
| FID FDM IDX 2040 IPR * Mutual Fund | Common Collective Trusts | — | — | $947K | 4.2% | |
| FID SM CAP IDX * Mutual Fund | Common Collective Trusts | — | — | $907K | 4.1% | |
| HARBOR CAP APP RET Mutual Fund | Other securities | — | — | $760K | 3.4% | |
| LA TOTAL RETURN BP GREAT GRAY TRUST COMPANY · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $369K | 1.7% | |
| FID FDM IDX 2020 IPR * Mutual Fund | Common Collective Trusts | — | — | $346K | 1.6% | |
| IS MSCI EAFE INTL K Mutual Fund | Other securities | — | — | $342K | 1.5% | |
| Participant Loans (maturing through July 2031) * Interest rates: 4.25 - 9.5% | Bonds / Notes | — | — | $341K | 1.5% | |
| FID MID CAP IDX * Mutual Fund | Common Collective Trusts | — | — | $164K | 0.7% | |
| BNYM DYNAMIC VAL I Mutual Fund | Other securities | — | — | $150K | 0.7% | |
| FID FDM IDX 2010 IPR * Mutual Fund | Common Collective Trusts | — | — | $145K | 0.7% | |
| FID FDM IDX 2045 IPR * Mutual Fund | Common Collective Trusts | — | — | $125K | 0.6% | |
| FID FDM IDX 2035 IPR * Mutual Fund | Common Collective Trusts | — | — | $97K | 0.4% | |
| FID FDM IDX 2065 IPR * Mutual Fund | Common Collective Trusts | — | — | $71K | 0.3% | |
| FID GOVT MMKT K6 * Interest-Bearing Cash | Mutual Funds | — | — | $63K | 0.3% | |
| FID EMRG MKTS IDX * Mutual Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| FID FDM IDX 2055 IPR * Mutual Fund | Common Collective Trusts | — | — | $42K | 0.2% | |
| LOOMIS INV GRD BD Y Mutual Fund | Other securities | — | — | $39K | 0.2% | |
| FID FDM IDX INC IPR * Mutual Fund | Common Collective Trusts | — | — | $38K | 0.2% | |
| FID FDM IDX 2025 IPR * Mutual Fund | Common Collective Trusts | — | — | $33K | 0.1% | |
| PIF DVRSD RL AST R6 Mutual Funds | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
