Bethany Marinacci signed Avison Young (USA) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avison Young (USA) Inc.'s EIN is 26-4204707.
Download the official 2024 Form 5500 (PDF) for Avison Young (USA) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avison Young (USA) Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $53K | — |
| MESIROW FINANCIAL INC | 36-3194849 |
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 | |||||
|---|---|---|---|---|---|---|
| Investments Registered Investment Companies * Fidelity Freedom Index 2040 | Mutual Funds | — | — | $13.1M | 9.6% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $13.0M | 9.5% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $12.6M | 9.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $12.1M | 8.9% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $10.5M | 7.7% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $10.0M | 7.3% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $9.2M | 6.8% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $9.0M | 6.6% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $6.6M | 4.8% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $5.2M | 3.8% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $4.2M | 3.1% | |
| Fidelity Freedom Index 2070 445 Vanguard Target Retirement Income 15 Common/Collective Trust Fund Galliard Stable Return Fund C | Common Collective Trusts | — | — | $4.0M | 2.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.9% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $3.7M | 2.7% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $3.4M | 2.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.5M | 1.8% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% -0- | Bonds / Notes | — | — | $2.2M | 1.6% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Equity Income | Mutual Funds | — | — | $1.4M | 1.1% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $1.1M | 0.8% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $1.1M | 0.8% | |
| Principal MidCap | Other securities | — | — | $1.0M | 0.7% | |
| BlackRock High Yield Portfolio | Other securities | — | — | $996K | 0.7% | |
| Vanguard Intermediate-Term Bond Index | Mutual Funds | — | — | $842K | 0.6% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $809K | 0.6% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $749K | 0.5% | |
| American Funds New World | Mutual Funds | — | — | $726K | 0.5% | |
| The Hartford International Opportunities | Other securities | — | — | $702K | 0.5% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $584K | 0.4% | |
| Dodge & Cox Income | Mutual Funds | — | — | $571K | 0.4% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $524K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $18K |
| — |
