Hollis KAM signed Times Square District Management Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Times Square District Management Association, Inc.'s EIN is 13-3627527.
Download the official 2024 Form 5500 (PDF) for Times Square District Management Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Times Square District Management Association, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Times Square Dist GIBC + | Common Stocks | — | — | $1.9M | 15.3% | |
| Fidelity Investments FIDELITY 500 INDEX FUND + | Common Collective Trusts | — | — | $1.5M | 12.1% | |
| Insurance Companies (General Account) ** Principal Life Insurance Company Principal Guaranteed Option + | Common Stocks | — | — | $1.3M | 10.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2025 INS PRE + | Common Collective Trusts | — | — | $1.0M | 8.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2060 INS PRE + | Common Collective Trusts | — | — | $889K | 7.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2035 INS PRE + | Common Collective Trusts | — | — | $654K | 5.4% | |
| Fidelity Investments FIDELITY FRDM IDX 2030 INS PRE + | Common Collective Trusts | — | — | $645K | 5.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2045 INS PRE + | Common Collective Trusts | — | — | $589K | 4.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2040 INS PRE + | Common Collective Trusts | — | — | $569K | 4.7% | |
| Fidelity Investments FIDELITY EXTENDED MKT IDX FD + | Common Collective Trusts | — | — | $465K | 3.8% | |
| Participant Loan Notes Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $404K | 3.3% | |
| Fidelity Investments FIDELITY FRDM IDX INC INS PREM + | Common Collective Trusts | — | — | $320K | 2.6% | |
| Fidelity Investments FIDELITY TOTAL INT IDX FUND + | Common Collective Trusts | — | — | $288K | 2.4% | |
| PGIM Investments PGIM TOTAL RET BOND R6 FD + | U.S. Treasuries | — | — | $271K | 2.2% | |
| Legg Mason CLEARBRIDGE SM CP GR IS FUND + | Other securities | — | — | $237K | 1.9% | |
| BlackRock ISHARES DEV RE INDEX K FD + | Other securities | — | — | $221K | 1.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2055 INS PRE + | Common Collective Trusts | — | — | $221K | 1.8% | |
| PIMCO Funds PIMCO INCOME INSTITUTIONAL FD + | Mutual Funds | — | — | $167K | 1.4% | |
| American Century Investments AVANTIS US SM CAP VAL INST FD + | Other securities | — | — | $161K | 1.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2050 INS PRE + | Common Collective Trusts | — | — | $86K | 0.7% | |
| Fidelity Investments FIDELITY US BOND INDEX FUND + | Common Collective Trusts | — | — | $85K | 0.7% | |
| (E) | Other securities | — | — | $85K | 0.7% | |
| JP Morgan Funds JP MORGAN LARGE CAP GR R6 FD + | Other securities | — | — | $81K | 0.7% | |
| MFS Investment Management MFS VALUE R6 FUND + | Mutual Funds | — | — | $81K | 0.7% | |
| Registered Investments Companies The American Funds AM FDS EUROPACIFIC GRTH R6 FD + | Mutual Funds | — | — | $42K | 0.3% | |
| BlackRock HY PORTFOLIO K FUND + | Other securities | — | — | $22K | 0.2% | |
| (E) | Other securities | — | $86K | $7K | <0.1% | |
| Fidelity Investments FIDELITY FRDM IDX 2065 INS PRE + | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
