Michael D'AMICO signed Ashforth Properties Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashforth Properties Inc.'s EIN is 06-0890423.
Download the official 2024 Form 5500 (PDF) for Ashforth Properties Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ashforth Properties Inc.'s plan includes 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 | $2K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID CONTRAFUND K6 | Mutual Funds | — | — | $6.8M | 15.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $5.3M | 12.3% | |
| Fidelity FID FUND K | Mutual Funds | — | — | $3.1M | 7.1% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $2.3M | 5.2% | |
| Fidelity FID INTERMED BOND | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity FID MAGELLAN K | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity FID LOW-PRICED ST K6 | Mutual Funds | — | — | $1.5M | 3.5% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $1.5M | 3.4% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $1.4M | 3.2% | |
| Fidelity FID EQ DIV INCOME K | Mutual Funds | — | — | $1.3M | 3.0% | |
| Fidelity FID GROWTH STRAT K6 | Mutual Funds | — | — | $1.2M | 2.9% | |
| Fidelity FID TREASURY ONLY MM | Mutual Funds | — | — | $1.1M | 2.6% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $1.0M | 2.4% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $1.0M | 2.4% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $890K | 2.1% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $784K | 1.8% | |
| Fidelity FID DIVERSFD INTL K6 | Mutual Funds | — | — | $748K | 1.7% | |
| PIMCO PIM TOTAL RT INST | Mutual Funds | — | — | $656K | 1.5% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $645K | 1.5% | |
| T. Rowe Price TRP SM CAP VALUE I | Other securities | — | — | $633K | 1.5% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $580K | 1.3% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $543K | 1.3% | |
| T. Rowe Price TRP DIV GROWTH I | Other securities | — | — | $472K | 1.1% | |
| Fidelity FID PURITAN K6 | Mutual Funds | — | — | $466K | 1.1% | |
| Columbia COL DIVIDEND INC I3 | Common Stocks | — | — | $451K | 1.0% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $442K | 1.0% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $403K | 0.9% | |
| Neuberger Berman NB MID CAP GROWTH R6 | Other securities | — | — | $347K | 0.8% | |
| INVESTCO INVS EQV INTL EQ R6 | Other securities | — | — | $340K | 0.8% | |
| INVESTCO INVESCO DIVRS DIV R6 | Mutual Funds | — | — | $280K | 0.6% | |
| John Hancock J H TRITON N | Other securities | — | — | $267K | 0.6% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $265K | 0.6% | |
| Fidelity FID VALUE K | Mutual Funds | — | — | $243K | 0.6% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $239K | 0.6% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $213K | 0.5% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $118K | 0.3% | |
| Virtus Ceredo VRTS C MDCP VL EQ R6 | Other securities | — | — | $83K | 0.2% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $50K | 0.1% | |
| JP Morgan JPM SM CAP VALUE R6 | Other securities | — | — | $44K | 0.1% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity FID FREEDOM 2010 K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
