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Original filing (PDF)20251012153043NAL0000789792001
AMERICAN REAL ESTATE PARTNERS MANAGEMENT LLC
Form 5500
FILING_RECEIVED
AMERICAN REAL ESTATE PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
151
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN REAL ESTATE PARTNERS MANAGEMENT LLC.
Plan sponsor
Name
AMERICAN REAL ESTATE PARTNERS MANAGEMENT LLC
EIN
20-0234039
Address
1660 INTERNATIONAL DRIVE · SUITE 500 · MC LEAN, VA · 22102
Phone
(703) 435-4800
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CST GROUP, CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 45-1564286 | — | NONE | $18K | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, | — | OMAHA, NE | NONE | $16K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $1K | — |
| MUTUAL OF OMAHA | 47-0246511 | — | INVESTMENT COMPANY | $0 | — |
Investments
25 direct securities · 21 pooled funds· $23.6M(100% of reported assets)
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.
Uncategorized
$12.7M
25 holdings
Common Collective Trust
$10.9M
20 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street S&P 500 Idx Sec Lend II State Street 0 | — | — | — | $5.1M | 33.3% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $5.1M | 33.3% | |
| class II T. Rowe Price T. Rowe Price Growth Stock Portfolio | — | — | — | $1.2M | 8.0% | |
| State Street Intl Ind Secs Lending IX State Street 0 | — | — | — | $1.0M | 6.6% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $1.0M | 6.6% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $737K | 4.8% | |
| State Street S&P Midcap Idx Sec Lend XIV State Street 0 | — | — | — | $729K | 4.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $729K | 4.8% | |
| CALLAN GLIDEPATH 2015 MO GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $728K | 4.8% | |
| Vanguard Equity Income Fund | — | — | — | $713K | 4.7% | |
| State Street Russ Sm Cap Ind Secs Lnd II State Street 0 | — | — | — | $674K | 4.4% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $674K | 4.4% | |
| State Street State Street Us Government/Credit Bond Index Non- | — | — | — | $441K | 2.9% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $441K | 2.9% | |
| lending Series fund class C Nationwide Geneva Small Cap Growth R6 | — | — | — | $376K | 2.5% | |
| BlackRock High Yield Portfolio K | — | — | — | $376K | 2.5% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $350K | 2.3% | |
| Allspring Emerging Markets Equity R6 | — | — | — | $349K | 2.3% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $334K | 2.2% | |
| TCW Metropolitan West Total Return Bond Fund | — | — | — | $326K | 2.1% | |
| State Street US Infl Pro Bd Idx S/L II State Street 0 | — | — | — | $293K | 1.9% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $293K | 1.9% | |
| Lending Series fund class II Causeway International Value Fund | — | — | — | $185K | 1.2% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $166K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $161K | 1.1% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Alloc | — | — | — | $155K | 1.0% | |
| Contribution account MG Trust Company 0 | — | — | — | $150K | 1.0% | |
| Cohen & Steers Cohen & Steers Institutional Realty | — | — | — | $145K | 0.9% | |
| Vanguard FTSE Social Index Fund | — | — | — | $113K | 0.7% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $107K | 0.7% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $80K | 0.5% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $67K | 0.4% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $47K | 0.3% | |
| T. Rowe Price T. Rowe price Spectrum conservative | — | — | — | $41K | 0.3% | |
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $34K | 0.2% | |
| State Street State Street Russell Small Cap Value Index Non-lending | — | — | — | $31K | 0.2% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $31K | 0.2% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $25K | 0.2% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $22K | 0.1% | |
| T. Rowe Price T. Rowe Price Spectrum Moderate Alloc | — | — | — | $18K | 0.1% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $14K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH RET INC MO GREAT GRAY TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $1K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |