Jack Fioravanti signed Berkadia Commercial Mortgage LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkadia Commercial Mortgage LLC's EIN is 27-0812934.
Download the official 2024 Form 5500 (PDF) for Berkadia Commercial Mortgage LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkadia Commercial Mortgage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | — | NORWALK, CT | NONE | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Balanced Fund | Other securities | — | — | $103.1M | 30.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $49.2M | 14.7% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $20.3M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.9M | 6.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $14.8M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $12.3M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.2M | 3.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $9.3M | 2.8% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $7.9M | 2.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $7.2M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.6M | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.7M | 1.7% | |
| American Century Investments American Century Mid Cap Value | Other securities | — | — | $5.6M | 1.7% | |
| Baron Capital Group Small Cap Inst Fund | Common Stocks | — | — | $5.5M | 1.7% | |
| PIMCO Total Return Admin | Mutual Funds | — | — | $5.0M | 1.5% | |
| Fidelity Global EX US Ind Fund | Mutual Funds | — | — | $4.6M | 1.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.5M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.2% | |
| Oakmark International I | Other securities | — | — | $3.8M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $3.7M | 1.1% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $3.3M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| T. Rowe Price T. Rowe Price Institutional High Yield Fund | Other securities | — | — | $2.7M | 0.8% | |
| American Century Investments Small Cap Value Fund | Other securities | — | — | $2.6M | 0.8% | |
| Participant notes receivable Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $2.0M | 0.6% | |
| PIMCO Real Return | Mutual Funds | — | — | $1.8M | 0.5% | |
| Fidelity Real Estate Ind Fund | Mutual Funds | — | — | $1.7M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| Invesco International Bond R6 | Mutual Funds | — | — | $1.3M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Cohen & Steers Global Realty Shares, Inc Class Z | Common Stocks | — | — | $1.2M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $714K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | — | HORSHAM, PA | NONE | $18K | — |
