Alejandro Herrera Rivas signed Firstservice Residential, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firstservice Residential, Inc.'s EIN is 16-1682850.
Download the official 2024 Form 5500 (PDF) for Firstservice Residential, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstservice Residential, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | INVESTMENT ADVISOR | $113K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $321.1M | 97.8% | |
| GALLIARD MANAGED INCOME FUND MC SEI INVESTMENTS · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $11.9M | 3.6% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.7M | 0.8% |
