Mahendra Hariraj signed AABR, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AABR, Inc.'s EIN is 13-1968035.
Download the official 2023 Form 5500 (PDF) for AABR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)AABR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROOSEVELT INVESTMENTS | — | NEW YORK, NY | INVESTMENT ADVISOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | — | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.9M | 14.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.7M | 12.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.3M | 9.8% | |
| Plan Member VG SMALL CAP GROWTH ** 55 * Plan Member VG SM-CAP VALUE INST ** 194 * Plan Member VG TTL BOND MRKT INX ** 7 * Plan Member VG TTL INT STK INDEX ** 144 * Plan Member VG VALUE INDX ** 274 Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.3M | 9.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $865K | 6.5% | |
| Invesco INVMAINSTA | Mutual Funds | — | — | $840K | 6.3% | |
| Metropolitan Life Insurance Company T-Flex | Common Stocks | — | — | $670K | 5.1% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $668K | 5.0% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $503K | 3.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $501K | 3.8% | |
| Vanguard Target Retirement 2050 Inv ** 463 Vanguard Targeted Retirement Income Fund | Mutual Funds | — | — | $491K | 3.7% | |
| Notes Receivable from Participants Notes receivable from participants, maturing on various dates through 2035, at an interest rate ranging from 3.25% to 10.50% | Bonds / Notes | — | — | $290K | 2.2% | |
| Vanguard Interm-Term Bond Index Admiral | Mutual Funds | — | — | $273K | 2.1% | |
| Interest Accumulation Account * Mutual of America Life Insurance Company Mutual of America Interest Accumulation | Common Stocks | — | — | $184K | 1.4% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $180K | 1.4% | |
| Money Market Mutual Fund Vanguard Federal Money Market Investor | Mutual Funds | — | — | $148K | 1.1% | |
| JENNISON GROWTH PORTFOLIO MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $124K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $107K | 0.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $74K | 0.6% | |
| Invesco INVDISCO A | Mutual Funds | — | — | $72K | 0.5% | |
| Metropolitan Life Insurance Company Fixed Rider | Common Stocks | — | — | $68K | 0.5% | |
| Non-Benefit Responsive Traditional Annuity Contracts * Metropolitan Life Insurance Company Fund 16B Account | Common Stocks | — | — | $56K | 0.4% | |
| METLIFE STOCK INDEX PORTFOLIO CLASS METROPOLITAN LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| Invesco USGMMKT Y | Mutual Funds | — | — | $54K | 0.4% | |
| Invesco DISLRGCAPA | Mutual Funds | — | — | $53K | 0.4% | |
| MOA MONEY MARKET FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Invesco INVGLOBL A | Mutual Funds | — | — | $42K | 0.3% | |
| LOOMIS SAYLES GROWTH PORTFOLIO METROPOLITAN LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| Vanguard Short-Term Bond Index Admiral | Mutual Funds | — | — | $33K | 0.2% | |
| MOA EQUITY INDEX FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLI METROPOLITAN LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| MOA MID-CAP EQUITY INDEX FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| Invesco INVMSTMC A | Mutual Funds | — | — | $20K | 0.2% | |
| Invesco INVGSTIN A | Mutual Funds | — | — | $19K | 0.1% | |
| Invesco COMSKSEL A | Mutual Funds | — | — | $19K | 0.1% | |
| s * Plan Member FA SML CP IDX INST ** 107 * Plan Member FID LG CAP GR IDX ** 277 * Plan Member FID LT TREAS BD IDX ** 104 * Plan Member FLEXIBLE PREMIUM PLUS | Mutual Funds | — | — | $17K | 0.1% | |
| MOA CLEAR PASSAGE 2030 FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| AMERICAN CENTURY INVESTMENTS VP CAP METROPOLITAN LIFE INSURANCE COMPANY · EIN 06-0566090 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| VANGUARD VIF DIVERSIFIED VALUE PORT MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| MOA MID CAP VALUE FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| MOA AGGRESSIVE ALLOCATION FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| MOA SMALL CAP GROWTH FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLI MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MOA ALL AMERICA FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Plan Member INV MAIN STREET A | Other securities | — | — | $7K | <0.1% | |
| MOA CLEAR PASSAGE 2020 FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MOA SMALL CAP VALUE FUND MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Plan Member INV GLOBAL A | Other securities | — | — | $5K | <0.1% | |
| Invesco GOVTMMKT A | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD VIF INTERNATIONAL PORTFOLI MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
