DEB Longacre signed ELM Terrace Gardens' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELM Terrace Gardens' EIN is 23-2132688.
Download the official 2023 Form 5500 (PDF) for ELM Terrace Gardens from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ELM Terrace Gardens' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| SECURITY BENEFIT | 23-2132688 | CANTON, MA | NONE | $50K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $538K | 10.8% | |
| MFS Value Fund | Mutual Funds | — | — | $512K | 10.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $479K | 9.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $428K | 8.6% | |
| Janus Henderson Flexible Bond Fund | Mutual Funds | — | — | $386K | 7.7% | |
| American Century Emerging Markets Fund | Other securities | — | — | $351K | 7.0% | |
| Western Asset Strategic Bond Opportunities Portfolio - Class A ** 383 Management Total variable annuities | Other securities | — | — | $339K | 6.8% | |
| Templeton World Fund - Class A ** 755 T. Rowe Price Blue Chip Growth Fund - R Class | Mutual Funds | — | — | $230K | 4.6% | |
| Brighthouse Guaranteed Investment Contract - T-Flex | Stable Value | — | — | $230K | 4.6% | |
| ALLSPRING SP SMCP VAL MUTUAL FUNDED | Other securities | — | — | $219K | 4.4% | |
| Allspring Disciplined U.S. Core Fund ** 39 Allspring Special Small Cap Value Fund | Other securities | — | — | $219K | 4.4% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $200K | 4.0% | |
| FIXED ACCOUNT MUTUAL FUNDED | Other securities | — | — | $190K | 3.8% | |
| Blackrock High Yield Fund | Other securities | — | — | $140K | 2.8% | |
| Brighthouse Guaranteed Investment Contract - Fixed | Stable Value | — | — | $120K | 2.4% | |
| Metlife Stock Index Portfolio Class A | Other securities | — | — | $114K | 2.3% | |
| Participant loans Interest rates of 5.25% - 10.25% with maturities - | Bonds / Notes | — | — | $84K | 1.7% | |
| SSGA Growth and Income ETF Portfolio | Other securities | — | — | $71K | 1.4% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | Bonds / Notes | — | — | $65K | 1.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $57K | 1.1% | |
| Blackrock Inflation Protected Bond Fund | U.S. Treasuries | — | — | $56K | 1.1% | |
| Brighthouse Asset Allocation 20 Portfolio ** 538 * Brighthouse Asset Allocation 80 Portfolio | Other securities | — | — | $51K | 1.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $38K | 0.8% | |
| JPMorgan U.S. Small Company Fund | Common Stocks | — | — | $35K | 0.7% | |
| Franklin Growth Opportunities Fund - Class C | Mutual Funds | — | — | $35K | 0.7% | |
| PIMCO CommodityRealReturn Strategy Fund | Mutual Funds | — | — | $34K | 0.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $22K | 0.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $21K | 0.4% | |
| Franklin Real Estate Securities Fund ** 894 * Franklin Rising Dividends Fund | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.4% | |
| Franklin Small Cap Value Fund - Class A | Mutual Funds | — | — | $17K | 0.3% | |
| Franklin Convertible Securities Fund - Class A | Mutual Funds | — | — | $17K | 0.3% | |
| Franklin Growth Opportunities Fund - Class A | Mutual Funds | — | — | $16K | 0.3% | |
| Franklin Growth Fund - Class A | Mutual Funds | — | — | $15K | 0.3% | |
| Franklin Mutual Shares Fund - Class C | Mutual Funds | — | — | $15K | 0.3% | |
| Clearbridge Variable Large Cap Growth Portfolio | Other securities | — | — | $14K | 0.3% | |
| Metlife Aggregate Bond Index Portfolio | Other securities | — | — | $14K | 0.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $14K | 0.3% | |
| Franklin Convertible Securities Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Franklin Mutual Shares Fund - Class A | Mutual Funds | — | — | $12K | 0.2% | |
| DWS RREEF Real Estate Securities Fund | Other securities | — | — | $12K | 0.2% | |
| Metlife Russell 2000 Index Portfolio | Common Collective Trusts | — | — | $11K | 0.2% | |
| Fidelity VIP Contrafund Portfolio - Class 2 | Mutual Funds | — | — | $11K | 0.2% | |
| Franklin Income Fund - Class A | Mutual Funds | — | — | $11K | 0.2% | |
| Franklin High Income Fund - Class A | Mutual Funds | — | — | $10K | 0.2% | |
| Invesco Global Equity Portfolio ** 396 Janus Henderson Overseas Portfolio | Mutual Funds | — | — | $10K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio ** 929 Fidelity VIP High Income Portfolio ** 495 * Franklin Small-Mid Cap Growth VIP Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Franklin Income Fund - Class C ** 366 * Franklin Mutual Beacon Fund - Class A ** 709 * Franklin Mutual Global Discovery Fund - Class A | Mutual Funds | — | — | $8K | 0.2% | |
| Franklin Small Cap Value Fund - Class C ** 981 * Franklin Small-Mid Cap Growth Fund - Class A | Mutual Funds | — | — | $7K | 0.1% | |
| Metlife MSCI EAFE Index Portfolio | Other securities | — | — | $7K | 0.1% |
