Arbutus Park Manor's EIN is 23-7064174.
Download the official 2024 Form 5500 (PDF) for Arbutus Park Manor from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arbutus Park Manor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $27K | — |
| METRO BENEFITS, I NC | 25-1541083 | PITTSBURGH, PA | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CO · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.7M | 86.7% | |
| Transamerica Lifegoal 2030 | Other securities | — | — | $1.1M | 24.9% | |
| Transamerica Lifegoal 2035 | Other securities | — | — | $549K | 12.7% | |
| Transamerica Lifegoal 2025 | Other securities | — | — | $544K | 12.6% | |
| Transamerica Lifegoal 2040 | Other securities | — | — | $534K | 12.4% | |
| Transamerica Lifegoal 2050 | Other securities | — | — | $488K | 11.3% | |
| Transamerica Lifegoal Retirement Fund | Other securities | — | — | $200K | 4.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $137K | 3.2% | |
| Transamerica Lifegoal 2060 | Other securities | — | — | $131K | 3.0% | |
| Transamerica Lifegoal 2045 | Other securities | — | — | $114K | 2.6% | |
| Transamerica Lifegoal 2055 | Other securities | — | — | $81K | 1.9% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $46K | 1.1% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $44K | 1.0% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $44K | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $43K | 1.0% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $37K | 0.9% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $35K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $33K | 0.8% | |
| Fidelity Total International Index | Mutual Funds | — | — | $30K | 0.7% | |
| Transamerica Lifegoal 2065 | Other securities | — | — | $25K | 0.6% | |
| American Funds American Mutual | Mutual Funds | — | — | $25K | 0.6% | |
| Vanguard Total Intl Bond Index | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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