Laurie Brownell signed Inland Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inland Management, LLC's EIN is 04-3267557.
Download the official 2024 Form 5500 (PDF) for Inland Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inland Management, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.9M | 25.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 9.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| HARTFORD EQUITY INCOME - Y | Registered Investment Companies | — | — | $1.3M | 6.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $940K | 4.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $845K | 4.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $769K | 4.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $660K | 3.5% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $623K | 3.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $530K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $518K | 2.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $514K | 2.7% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $506K | 2.6% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $497K | 2.6% | |
| UNDISCOVERED MGRS BHVL VAL L | Registered Investment Companies | — | — | $451K | 2.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $419K | 2.2% | |
| HARDING LOEVNER INTL EQ INST | Registered Investment Companies | — | — | $414K | 2.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $368K | 1.9% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $331K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $270K | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $207K | 1.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $142K | 0.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $137K | 0.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $107K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $86K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $83K | 0.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $47K | 0.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $36K |
| — |
