Teresa Poitras signed Princeton Properties Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princeton Properties Management, Inc.'s EIN is 04-3139264.
Download the official 2024 Form 5500 (PDF) for Princeton Properties Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Princeton Properties Management, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GRAYSTONE CONSULTING | 26-4310632 | — | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Global Allocation I Fund Mutual Fund | Other securities | — | — | $4.8M | 19.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.8M | 15.6% | |
| Metwest Total Return Bond I Mutual Fund | Other securities | — | — | $2.5M | 10.1% | |
| Pioneer Fundamental Growth Y Mutual Fund | Other securities | — | — | $2.3M | 9.5% | |
| JPMorgan Equity Income R6 Mutual Fund | Other securities | — | — | $1.9M | 7.6% | |
| Fidelity Advisor Stable Value Fund Stable Value Common/Collective Trust | Stable Value | — | — | $1.6M | 6.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.5M | 6.2% | |
| MFS Research International Fund F4 Mutual Fund | Mutual Funds | — | — | $1.4M | 5.9% | |
| John Hancock Disciplined Value Mid-Cap R6 Mutual Fund | Other securities | — | — | $1.0M | 4.1% | |
| Metwest High Yield Bond I Mutual Fund | Other securities | — | — | $916K | 3.7% | |
| CBA Small Cap GR I Mutual Fund | Other securities | — | — | $690K | 2.8% | |
| Hartford Midcap R5 Mutual Fund | Other securities | — | — | $673K | 2.7% | |
| Fidelity Global X U.S. Index Mutual Fund | Mutual Funds | — | — | $604K | 2.5% | |
| J H Small Cap Value Fund Mutual Fund | Other securities | — | — | $587K | 2.4% | |
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $540K | 2.2% | |
| AF New World R6 Mutual Fund | Other securities | — | — | $416K | 1.7% | |
| PIMCO International Bond Dollar-Hedged Class I Mutual Fund | Mutual Funds | — | — | $310K | 1.3% | |
| Cohen & Steers Realty Mutual Fund | Other securities | — | — | $308K | 1.3% | |
| Fidelity Government Money Market Mutual Fund 974 * Participant Loans Interest Rates (4.25% - 9.50%) 0 | Mutual Funds | — | — | $183K | 0.7% | |
| Fidelity Inflation-Prot Bd Index Mutual Fund | Mutual Funds | — | — | $67K | 0.3% | |
| MFS Emerging Markets Debt Fund Class R4 Mutual Fund | Mutual Funds | — | — | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
