ARIF Mohammad signed Atane Engineers, Architects and Land Surveyors, D.P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atane Engineers, Architects and Land Surveyors, D.P.C.'s EIN is 13-3779703.
Download the official 2024 Form 5500 (PDF) for Atane Engineers, Architects and Land Surveyors, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atane Engineers, Architects and Land Surveyors, D.P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 13-4110995 | — | INVESTMENT ADVISOR | $54K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * Fidelity Freedom Index 2025 | Mutual Funds | — | $236K | $4.4M | 11.5% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | $175K | $4.1M | 10.7% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | $185K | $2.9M | 7.6% | |
| T Rowe Price Blue Chip Growth Inc | Mutual Funds | — | $15K | $2.8M | 7.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $5K | $2.8M | 7.3% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | $109K | $2.2M | 5.8% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | $80K | $2.1M | 5.4% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | $96K | $2.0M | 5.4% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | $78K | $2.0M | 5.3% | |
| Empower Guarenteed Income Fund | Guaranteed Income / GIC | — | $65K | $1.9M | 4.9% | |
| Fidelity Freedom Index Income | Mutual Funds | — | $139K | $1.6M | 4.2% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | $59K | $1.5M | 3.8% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | $4K | $1.2M | 3.1% | |
| Blackrock Health Sciences Opportunities | Other securities | — | $10K | $692K | 1.8% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | $33K | $599K | 1.6% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | $18K | $506K | 1.3% | |
| Invs Core Plus Bond | Other securities | — | $55K | $504K | 1.3% | |
| American Funds Fundamental Inv | Mutual Funds | — | $6K | $464K | 1.2% | |
| Vanguard Midcap Growth Index Admiral | Mutual Funds | — | $4K | $433K | 1.1% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | $25K | $386K | 1.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $1K | $346K | 0.9% | |
| AS Special Mid Cap Value | Other securities | — | $7K | $333K | 0.9% | |
| 9.50% with maturities through 2046 | Bonds / Notes | — | — | $283K | 0.7% | |
| JPMorgan Equity Income Fund | Other securities | — | $12K | $281K | 0.7% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | $7K | $268K | 0.7% | |
| Nuveen Real Estate Securities | Mutual Funds | — | $15K | $222K | 0.6% | |
| American Funds Growth Portfolio | Mutual Funds | — | $8K | $209K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $2K | $190K | 0.5% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | $11K | $159K | 0.4% | |
| MONEY MARKET FUND SHARES / UNITS Vanguard Federal Money Market Fund | Mutual Funds | — | $142K | $142K | 0.4% | |
| Franklin Utilities | Mutual Funds | — | $6K | $137K | 0.4% | |
| American Funds Moderate Growth & Income Portfolio | Mutual Funds | — | $7K | $124K | 0.3% | |
| Eaton Vance Income Fund Boston | Other securities | — | $22K | $112K | 0.3% | |
| Fidelity Cash Reserves | Mutual Funds | — | $110K | $110K | 0.3% | |
| VI Small Cap Value Fund | Other securities | — | $2K | $76K | 0.2% | |
| American Funds Conservative Growth & Income Portfolio | Mutual Funds | — | $5K | $69K | 0.2% | |
| Franklin Mutual Global Discovery Fund | Mutual Funds | — | $2K | $58K | 0.2% | |
| PGIM Jennison Natural Resources 346 | Other securities | — | — | $19K | <0.1% | |
| Fidelity Total Market Index Instl Premium Class 106 | Common Collective Trusts | — | — | $17K | <0.1% | |
| Oakmark International Inst 459 | Other securities | — | — | $11K | <0.1% | |
| Fidelity Zero International Index 545 | Mutual Funds | — | — | $6K | <0.1% | |
| S Apple Computer Inc 11 | Common Stocks | — | — | $3K | <0.1% | |
| Invesco QQQ TR Unit Ser 1 2 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O' CONNOR DAVIES LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $17K | — |
