Lee Lummus signed Drury Hotels Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Drury Hotels Company, LLC's EIN is 26-3744467.
Download the official 2024 Form 5500 (PDF) for Drury Hotels Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Drury Hotels Company, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | Common Collective Trusts | — | — | $15.4M | 13.2% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $14.4M | 12.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $8.5M | 7.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $7.9M | 6.8% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $6.7M | 5.8% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $6.2M | 5.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $5.8M | 4.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $5.6M | 4.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $4.4M | 3.8% | |
| FIDELITY MANAGED INCOME PORTFOLIO C FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $4.4M | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.1M | 3.5% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $3.5M | 3.0% | |
| AMG Times Square Mid Cap Growth Z | Other securities | — | — | $3.4M | 2.9% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $3.1M | 2.6% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $2.9M | 2.5% | |
| Fidelity International Index | Mutual Funds | — | — | $2.9M | 2.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.8M | 2.4% | |
| Goldman Sachs GQG Partners Intl Opps R6 | Other securities | — | — | $2.4M | 2.0% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $2.2M | 1.8% | |
| maturities through 2029 | Other securities | — | — | $2.1M | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.0M | 1.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $1.8M | 1.5% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.6M | 1.4% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $883K | 0.8% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $722K | 0.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $585K | 0.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $346K | 0.3% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $262K | 0.2% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $146K | 0.1% | |
| Interest-bearing cash Vanguard Cash Reserve Federal Money Market Adm | Mutual Funds | — | — | $42K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $17K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022714 / PN 024 | 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.
| CBIZ INVESTMENT ADVISORY SERVICES L |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $41K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
