Jennifer Sumbera signed Eureka Multifamily Group, L.P.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eureka Multifamily Group, L.P.'s EIN is 01-0725190.
Download the official 2023 Form 5500 (PDF) for Eureka Multifamily Group, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Eureka Multifamily Group, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 FREE INDX 2055 IP | Registered Investment Companies | — | — | $93K | 13.7% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $89K | 13.2% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $73K | 10.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $43K | 6.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $42K | 6.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $37K | 5.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $27K | 3.9% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $26K | 3.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $25K | 3.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $25K | 3.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $25K | 3.7% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $21K | 3.1% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $20K | 3.0% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $19K | 2.8% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $18K | 2.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $17K | 2.5% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $15K | 2.2% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $14K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $12K | 1.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $10K | 1.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $4K | 0.6% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $3K | 0.4% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $2K | 0.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1K | 0.2% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $1K | 0.2% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
