Jeffrey Merrifield signed Peachtree Hospitality Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peachtree Hospitality Management, LLC's EIN is 26-1186759.
Download the official 2024 Form 5500 (PDF) for Peachtree Hospitality Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peachtree Hospitality Management, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5.0M | 26.2% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.3M | 17.2% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.7M | 14.4% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.9M | 10.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $779K | 4.1% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $574K | 3.0% | |
| DFA Large Cap International I Mutual Fund | Mutual Funds | — | — | $518K | 2.7% | |
| IShares Russell Mid-Cap Index K Mutual Fund | Other securities | — | — | $464K | 2.5% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $463K | 2.5% | |
| EI Fixed Account - Series Class I Fixed Annuity | Other securities | — | — | $443K | 2.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $382K | 2.0% | |
| DFA Inflation-Protected Securities I Mutual Fund | Mutual Funds | — | — | $345K | 1.8% | |
| DFA US Large Company Instl Index Port Mutual Fund | Mutual Funds | — | — | $344K | 1.8% | |
| Victory RS Global R6 Mutual Fund | Other securities | — | — | $232K | 1.2% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $231K | 1.2% | |
| American Funds Corporate Bond R6 Mutual Fund | Mutual Funds | — | — | $198K | 1.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $175K | 0.9% | |
| JPMorgan Mid Cap Equity R6 Mutual Fund | Other securities | — | — | $139K | 0.7% | |
| American Funds American HI INC TR R6 Mutual Fund | Mutual Funds | — | — | $124K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $115K | 0.6% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $108K | 0.6% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $77K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $54K | 0.3% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $41K | 0.2% | |
| Fidelity Low-Priced Stock K Mutual Fund | Mutual Funds | — | — | $33K | 0.2% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $24K | 0.1% | |
| Blackrock Advantage Small Cap Core K Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $15K | <0.1% | |
| American Century Global Small Cap R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $690 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $132 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLUECHIP WEALTH ADVISORS LLC |
| — |
| MILTON, GA |
| INVESTMENT ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER LLC | — | ATLANTA, GA | AUDITOR | $21K | — |
