Krista Hollinger signed Planned Parenthood/Orange and San Bernardino Counties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planned Parenthood/Orange and San Bernardino Counties, Inc.'s EIN is 95-6152773.
Download the official 2024 Form 5500 (PDF) for Planned Parenthood/Orange and San Bernardino Counties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planned Parenthood/Orange and San Bernardino Counties, Inc.'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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $10.4M | 20.4% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $8.7M | 17.0% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $6.4M | 12.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $3.6M | 7.0% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.2M | 6.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.1M | 6.0% | |
| Great Gray Trust Company LLC Wilmington Trust Flexpath Moderate Retirement R1 | Common Stocks | — | — | $2.4M | 4.8% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 4.8% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $2.4M | 4.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.2% | |
| John Hancock John Hancock DSCPL Value Midcap R6 | Other securities | — | — | $1.2M | 2.4% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $1.2M | 2.3% | |
| Hartford Mutual Funds Hartford International Opps R6 | Other securities | — | — | $956K | 1.9% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $869K | 1.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $816K | 1.6% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $804K | 1.6% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $668K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $648K | 1.3% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $642K | 1.3% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $467K | 0.9% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $418K | 0.8% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $221K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $199K | 0.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $141K | 0.3% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $32K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market K6 | Mutual Funds | — | — | $13K | <0.1% | |
| Great Gray Trust Company LLC Wilmington Trust Flexpath AgressiveRetirement R1 | Common Stocks | — | — | $9K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $8K | <0.1% | |
| Great Gray Trust Company LLC Wilmington Trust Flexpath Conserative Retirement R1 | Common Stocks | — | — | $1K | <0.1% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
