Jason Delozier signed Independence Realty Operating Partnership, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independence Realty Operating Partnership, LP's EIN is 26-4567188.
Download the official 2024 Form 5500 (PDF) for Independence Realty Operating Partnership, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independence Realty Operating Partnership, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | TPA | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28.6M | 94.8% | |
| Vanguard Total Stock Market Index Fund - N/R | Common Collective Trusts | — | — | $3.5M | 11.6% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $3.2M | 10.6% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $3.0M | 9.9% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $2.0M | 6.8% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $2.0M | 6.5% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $1.7M | 5.7% | |
| Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 5.1% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $1.3M | 4.4% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $1.1M | 3.5% | |
| Guaranteed Interest Account * Voya Retirement Insurance and Voya Fixed Account N/R | Other securities | — | — | $995K | 3.3% | |
| American Funds Washington Mutual Investors Fund N/R | Mutual Funds | — | — | $935K | 3.1% | |
| American Funds AMCAP Fund R6 N/R | Pooled Separate Accounts | — | — | $931K | 3.1% | |
| Shares Vanguard Small-Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $895K | 3.0% | |
| Vanguard Mid-Cap Index Fund - Admiral N/R | Common Collective Trusts | — | — | $860K | 2.9% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $744K | 2.5% | |
| R6 American Funds American Balanced Fund R6 N/R | Mutual Funds | — | — | $623K | 2.1% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $563K | 1.9% | |
| Voya Intermediate Bond Fund R6 N/R | Other securities | — | — | $436K | 1.4% | |
| Voya Large Cap Growth Portfolio R6 N/R | Other securities | — | — | $435K | 1.4% | |
| DFA Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $421K | 1.4% | |
| American Funds New Perspective Fund R6 N/R | Mutual Funds | — | — | $362K | 1.2% | |
| Annuity Company * Participant Loans Interest rates: 4.25% - 10.50%; $0 | Bonds / Notes | — | — | $361K | 1.2% | |
| Shares Vanguard Target Retirement Inc N/R | Mutual Funds | — | — | $302K | 1.0% | |
| DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $229K | 0.8% | |
| American Funds EUPAC Fund R6 N/R | Mutual Funds | — | — | $223K | 0.7% | |
| Portfolio DFA U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $208K | 0.7% | |
| Eaton Vance Income Fund of Boston R6 N/R | Other securities | — | — | $174K | 0.6% | |
| ClearBridge Small Cap Growth Fund IS N/R | Other securities | — | — | $171K | 0.6% | |
| Admiral Shares Victory Sycamore Established Value Fund R6 N/R | Other securities | — | — | $147K | 0.5% | |
| Loomis Sayles Bond Fund N N/R | Other securities | — | — | $146K | 0.5% | |
| American Funds New World Fund R6 N/R | Mutual Funds | — | — | $144K | 0.5% | |
| Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $128K | 0.4% | |
| Self-Directed Brokerage Accounts * Charles Schwab Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $124K | 0.4% | |
| Neuberger Berman Mid Cap Growth Fund R6 N/R | Other securities | — | — | $123K | 0.4% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $26K | <0.1% | |
| Voya Government Money Market N/R | Cash / Money Market | — | — | $9K | <0.1% | |
| Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $1K | <0.1% |
