Georgianna Patterson signed American Campus Communities Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Campus Communities Services' EIN is 20-1560940.
Download the official 2024 Form 5500 (PDF) for American Campus Communities Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Campus Communities Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $244K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $90 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Income Admiral Mutual fund | Mutual Funds | — | — | $9.2M | 14.0% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $8.6M | 13.1% | |
| Guaranteed Income Fund Guaranteed inv contract | Other securities | — | — | $6.8M | 10.3% | |
| Vanguard 500 Index Adm Mutual fund | Common Collective Trusts | — | — | $6.3M | 9.6% | |
| T Rowe Overseas Stock I Mutual fund | Other securities | — | — | $6.2M | 9.4% | |
| AllSpring Core Bond Mutual fund | Other securities | — | — | $5.8M | 8.8% | |
| JP Morgan Emerging Markets Mutual fund | Other securities | — | — | $4.6M | 7.0% | |
| AM Cent Scv R6 Mutual fund | Other securities | — | — | $3.5M | 5.3% | |
| MFS Mid Cap Val R6 Mutual fund | Mutual Funds | — | — | $3.5M | 5.3% | |
| T Rowe Divs Mid Gro I Mutual fund | Other securities | — | — | $3.1M | 4.8% | |
| Loomis Sayles Sml Gro N Mutual fund | Other securities | — | — | $2.6M | 4.0% | |
| Vanguard Dev Mark Ind Adm Mutual fund | Mutual Funds | — | — | $2.5M | 3.7% | |
| Self-directed brokerage account Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.2M | 1.8% | |
| Participant Loans Interest Rates: 4.25%- 9.5% | Bonds / Notes | — | — | $1.2M | 1.8% | |
| Vanguard FTSE Idx Admr Mutual fund | Common Collective Trusts | — | — | $374K | 0.6% | |
| Pimco Inc Fund Inst Mutual fund | Mutual Funds | — | — | $141K | 0.2% | |
| Columbia SC Idx Instl 2 Mutual fund | Common Collective Trusts | — | — | $89K | 0.1% | |
| Vanguard Infl Protected Sec Mutual fund | Mutual Funds | — | — | $47K | <0.1% | |
| Principal MC S&P Ind Inst Mutual fund | Other securities | — | — | $43K | <0.1% | |
| DFA Real Estate Securities Mutual fund | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $45K | — |
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY EDGE DBA PEGGY EDGE CPA LLC | — | CEDAR PARK, TX | AUDITOR | $10K | — |
