Carrie Traeger signed Property Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Property Management, Inc.'s EIN is 23-1697288.
Download the official 2024 Form 5500 (PDF) for Property Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Property Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEBRIDGE FINANCIAL GROUP | 46-1727685 | — | INVESTMENT ADVISORY | $23K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | — | HARRISBURG, PA | TPA | $100 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 210,851 Shares | Mutual Funds | — | — | $4.0M | 27.9% | |
| American Funds 2030 Trgt Date Retire R6 202,417 Shares | Mutual Funds | — | — | $3.5M | 24.3% | |
| American Funds 2025 Trgt Date Retire R6 101,861 Shares | Mutual Funds | — | — | $1.5M | 10.7% | |
| American Funds 2040 Trgt Date Retire R6 62,885 Shares | Mutual Funds | — | — | $1.3M | 9.0% | |
| American Funds 2045 Trgt Date Retire R6 50,305 Shares | Mutual Funds | — | — | $1.1M | 7.4% | |
| METLIFE SV FD SER 25053 CL0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $613K | 4.3% | |
| American Funds 2055 Trgt Date Retire R6 15,537 Shares | Mutual Funds | — | — | $411K | 2.9% | |
| American Funds 2050 Trgt Date Retire R6 19,276 Shares | Mutual Funds | — | — | $403K | 2.8% | |
| American Funds 2020 Trgt Date Retire R6 23,605 Shares | Mutual Funds | — | — | $318K | 2.2% | |
| American Funds 2060 Trgt Date Retire R6 16,018 Shares | Mutual Funds | — | — | $287K | 2.0% | |
| American Funds 2065 Trgt Date Retire R6 14,643 Shares | Mutual Funds | — | — | $256K | 1.8% | |
| Fidelity 500 Index Fund 728 Shares | Common Collective Trusts | — | — | $149K | 1.0% | |
| Participant Loans 4.25% ‐ 6.50% ‐ | Bonds / Notes | — | — | $75K | 0.5% | |
| MFS Global Real Estate R6 8 Shares ** 132 MFS Mid Cap Value R6 2,024 Shares | Mutual Funds | — | — | $64K | 0.4% | |
| JP Morgan Mid Cap Growth R6 Fund 1,203 Shares | Other securities | — | — | $62K | 0.4% | |
| AB Small Cap Growth Z 592 Shares | Mutual Funds | — | — | $44K | 0.3% | |
| Hartford International Opportunities R6 7 Shares ** 135 Invesco Small Cap Value R6 Fund 1,644 Shares | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Small Cap Index Fund 1,471 Shares | Common Collective Trusts | — | — | $41K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 2,954 Shares | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity International Index Fund 701 Shares | Common Collective Trusts | — | — | $33K | 0.2% | |
| American Funds New World R6 Fund 377 Shares | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity US Bond Index Fund 2,761 Shares | Common Collective Trusts | — | — | $28K | 0.2% | |
| * Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $23K | 0.2% | |
| American Funds 2015 Trgt Date Retire R6 1,798 Shares | Mutual Funds | — | — | $22K | 0.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Fidelity Mid Cap Index Fund 329 Shares | Common Collective Trusts | — | — | $11K | <0.1% | |
| MFS Value R6 188 Shares | Mutual Funds | — | — | $9K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $3K | <0.1% | |
| American Funds 2070 Trgt Date Retire R6 113 Shares | Mutual Funds | — | — | $1K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
