Christopher Engstrom signed CARR Properties Services Subsidiary Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CARR Properties Services Subsidiary Corporation's EIN is 20-2552269.
Download the official 2024 Form 5500 (PDF) for CARR Properties Services Subsidiary Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CARR Properties Services Subsidiary Corporation's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $53K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $2.4M | 11.3% | |
| Fidelity Investments Fidelity 500 Index Fund - Premium N/R | Common Collective Trusts | — | — | $2.3M | 10.7% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Brokeragelink N/R | Self-Directed Brokerage | — | — | $2.3M | 10.6% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2055 N/R | Other securities | — | — | $1.6M | 7.7% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $1.6M | 7.4% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2045 N/R | Other securities | — | — | $1.4M | 6.7% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2035 N/R | Other securities | — | — | $1.4M | 6.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 N/R | Mutual Funds | — | — | $1.1M | 5.1% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $1.0M | 4.7% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2025 N/R | Other securities | — | — | $565K | 2.6% | |
| Fund Class I The Vanguard Group, Inc. Vanguard Equity-Income Admiral N/R | Mutual Funds | — | — | $555K | 2.6% | |
| Class K * Fidelity Investments Fidelity Contrafund Class K N/R | Mutual Funds | — | — | $511K | 2.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $503K | 2.4% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $501K | 2.3% | |
| I * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $482K | 2.3% | |
| J.P. Morgan JPMorgan US Equity Fund Class R6 N/R | Other securities | — | — | $368K | 1.7% | |
| Fund Class R6 MFS Investment Management MFS International Growth Fund N/R | Mutual Funds | — | — | $315K | 1.5% | |
| Class * Fidelity Investments Fidelity Mid Cap Index Fund - N/R | Common Collective Trusts | — | — | $308K | 1.4% | |
| Invesco Discovery Fund Class R6 N/R | Mutual Funds | — | — | $295K | 1.4% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $276K | 1.3% | |
| Premium Class * Fidelity Investments Fidelity Small Cap Index Fund - N/R | Common Collective Trusts | — | — | $228K | 1.1% | |
| Fidelity Investments Fidelity Gov Market N/R 515 * Fidelity Investments Fidelity Small Cap Value Fund N/R | Mutual Funds | — | — | $225K | 1.1% | |
| Fund Class I T. Rowe Price T. Rowe Price Retirement 2065 N/R | Other securities | — | — | $176K | 0.8% | |
| MFS Investment Management MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $162K | 0.8% | |
| Premium Class American Century Investments American Century Mid Cap Value N/R | Other securities | — | — | $122K | 0.6% | |
| Capital Group AF New World R6 N/R | Common Stocks | — | — | $118K | 0.6% | |
| Premium Class * Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $115K | 0.5% | |
| Class R6 PGIM Investments PGIM Total Return Bond Fund Class N/R | Other securities | — | — | $98K | 0.5% | |
| Shares * Fidelity Investments Fidelity U.S. Bond Index Fund - N/R | Common Collective Trusts | — | — | $81K | 0.4% | |
| Class K Calvert Research and Calvert US Large-Cap CRI Fund R6 N/R | Other securities | — | — | $73K | 0.3% | |
| DWS Group DWS R Real Estate Class R6 N/R | Common Stocks | — | — | $52K | 0.2% | |
| BlackRock High Yield Bond Portfolio N/R | Other securities | — | — | $52K | 0.2% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $43K | 0.2% |
