Martin Conley III signed Peterborough Retirement Community at Upland Farm, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peterborough Retirement Community at Upland Farm, Inc.'s EIN is 02-0446675.
Download the official 2024 Form 5500 (PDF) for Peterborough Retirement Community at Upland Farm, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peterborough Retirement Community at Upland Farm, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | BALTIMORE, MD | NONE | $28K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 Fund R6 N/R | Mutual Funds | — | — | $1.9M | 20.1% | |
| Nuveen Lifecycle Index 2030 Fund R6 N/R | Mutual Funds | — | — | $1.6M | 17.6% | |
| Target Date Mutual Funds Nuveen Lifecycle Index 2020 Fund R6 N/R | Mutual Funds | — | — | $1.1M | 12.2% | |
| Nuveen Lifecycle Index 2035 Fund R6 N/R | Mutual Funds | — | — | $706K | 7.6% | |
| Nuveen Lifecycle Index 2060 Fund R6 N/R | Mutual Funds | — | — | $618K | 6.7% | |
| Vanguard Large Cap Index Admiral N/R | Mutual Funds | — | — | $444K | 4.8% | |
| Nuveen Lifecycle Index 2040 Fund R6 N/R | Mutual Funds | — | — | $404K | 4.4% | |
| Nuveen Lifecycle Index 2045 Fund R6 N/R | Mutual Funds | — | — | $391K | 4.2% | |
| Income Fund R6 Fully Benefit-Responsive Investment Contract * CUNA Mutual Group Guaranteed Investment Contract N/R | Stable Value | — | — | $365K | 3.9% | |
| MFS Investment Management MFS® Mid Cap Value R6 N/R 747 Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $353K | 3.8% | |
| Nuveen Lifecycle Index 2050 Fund R6 N/R | Mutual Funds | — | — | $266K | 2.9% | |
| Fidelity Advisor Small Cap Growth-Class N/R | Mutual Funds | — | — | $247K | 2.7% | |
| Nuveen Lifecycle Index 2055 Fund R6 N/R | Mutual Funds | — | — | $216K | 2.3% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $158K | 1.7% | |
| American Funds American Funds Washington Mutual R6 N/R | Mutual Funds | — | — | $140K | 1.5% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $95K | 1.0% | |
| Participant Loans Interest rate: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $68K | 0.7% | |
| Fidelity Adv Intl Growth-A N/R | Mutual Funds | — | — | $66K | 0.7% | |
| I Harbor Small Cap Growth-Reth N/R 733 BlackRock Capital iShares Russell 2000 Small-Cap Index N/R | Common Collective Trusts | — | — | $39K | 0.4% | |
| Nuveen Lifecycle Index Retirement N/R | Mutual Funds | — | — | $38K | 0.4% | |
| Fund K JPMorgan JPM International Equity R6 N/R | Other securities | — | — | $32K | 0.3% | |
| Equity Mutual Funds American Funds American Funds High Income Trust R6 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Admiral Fixed Income Mutual Funds BlackRock Capital iShares US Aggregate Bond Index K N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
