Kristen Celender signed Engel Burman Senior Housing at East Meadow, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engel Burman Senior Housing at East Meadow, Inc.'s EIN is 11-3481326.
Download the official 2024 Form 5500 (PDF) for Engel Burman Senior Housing at East Meadow, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engel Burman Senior Housing at East Meadow, Inc.'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 | $128K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHILL FIDCUCIARY MANAGEMENT | 45-5608425 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $25K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $5.7M | 16.9% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $4.7M | 13.9% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $4.6M | 13.6% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $3.8M | 11.3% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $3.1M | 9.2% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $2.2M | 6.5% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 4.9% | |
| Ishares S & P 500 Index - K Mutual Fund | Common Collective Trusts | — | — | $1.1M | 3.4% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 3.3% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $913K | 2.7% | |
| Notes receivable from participants per annum $0 | Other securities | — | — | $794K | 2.3% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $567K | 1.7% | |
| Metlife Reliance Stable Value 25053 - 0 CIT | Stable Value | — | — | $560K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $560K | 1.7% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $477K | 1.4% | |
| Fidelity Growth Discovery K Mutual Fund | Mutual Funds | — | — | $360K | 1.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $308K | 0.9% | |
| Putnam Research - Y Mutual Fund | Mutual Funds | — | — | $196K | 0.6% | |
| BlackRock High Yield Bond - K Mutual Fund | Other securities | — | — | $179K | 0.5% | |
| Putnam Sm Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $167K | 0.5% | |
| Goldman Sachs Inc Bldr R6 Mutual Fund | Common Stocks | — | — | $167K | 0.5% | |
| BlackRock Advantage International Fund K Mutual Fund | Registered Investment Companies | — | — | $133K | 0.4% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $132K | 0.4% | |
| Undiscovered Managers Behavioral Val Fnd Cl R6 Mutual Fund | Registered Investment Companies | — | — | $117K | 0.3% | |
| Fidelity Divers International K6 Mutual Fund | Mutual Funds | — | — | $108K | 0.3% | |
| Janus Henderson Global Equity Income - N Mutual Fund | Mutual Funds | — | — | $107K | 0.3% | |
| AMC Short Term Govt R5 Mutual Fund | Other securities | — | — | $98K | 0.3% | |
| PIMCO GNMA and Government Securities - Inst Mutual Fund | Agency / Mortgage-Backed | — | — | $85K | 0.3% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $72K | 0.2% | |
| Janus Henderson Balanced- N Mutual Fund | Mutual Funds | — | — | $67K | 0.2% | |
| ALS Diversified Cap Build Inst Mutual Fund | Other securities | — | — | $62K | 0.2% | |
| Columbia Mid Cap Index 13 Mutual Fund | Other securities | — | — | $51K | 0.2% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $39K | 0.1% | |
| Nuveen Lifecycle Index Retirement Inc Fnd - Cl R6 Mutual Fund | Mutual Funds | — | — | $39K | 0.1% | |
| AMF Multi-Sector Income Fund Mutual Fund | Other securities | — | — | $33K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $15K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
