Jennifer Fuller signed Security Properties Residential, LL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security Properties Residential, LL's EIN is 27-3854827.
Download the official 2024 Form 5500 (PDF) for Security Properties Residential, LL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Properties Residential, LL's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401(K) PLANS, INC. | 20-5321813 | — | CONTRACT ADMINISTRATOR | $79K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREDM INDEX 50 PREMR Fidelity 0 | Mutual Funds | — | — | $2.1M | 14.0% | |
| FIDELITY FREDM INDEX 45 PREMR Fidelity 0 | Mutual Funds | — | — | $1.9M | 12.4% | |
| FIDELITY FREDM INDEX 55 PREMR Fidelity 0 | Mutual Funds | — | — | $1.9M | 12.3% | |
| FIDELITY FREDM INDEX 40 PREMR Fidelity 0 | Mutual Funds | — | — | $1.4M | 9.1% | |
| FIDELITY FREDM INDEX 30 PREMR Fidelity 0 | Mutual Funds | — | — | $1.4M | 9.0% | |
| FIDELITY FREDM INDEX 2060 PREMIER Fidelity 0 | Mutual Funds | — | — | $1.1M | 7.3% | |
| FIDELITY FREDM INDEX 35 PREMR Fidelity 0 | Mutual Funds | — | — | $1.1M | 7.1% | |
| Participant Loan 0 | Participant loans | — | — | $614K | 4.0% | |
| VANGUARD INFORMATION TECHNOLOGY IDX ADM Vanguard 0 | Common Collective Trusts | — | — | $536K | 3.5% | |
| FIDELITY FREDM INDEX 25 PREMR Fidelity 0 | Mutual Funds | — | — | $502K | 3.3% | |
| FIDELITY FREDM INDEX 65 PREMR Fidelity 0 | Mutual Funds | — | — | $323K | 2.1% | |
| FIDELITY BLUE CHIP GWTH K6 Fidelity 0 | Mutual Funds | — | — | $309K | 2.0% | |
| Forfeitures in suspense Forfeitures 0 | Other securities | — | — | $304K | 2.0% | |
| FIDELITY 500 INDEX FUND Fidelity 0 | Common Collective Trusts | — | — | $294K | 1.9% | |
| VANGUARD TOTAL STOCK MKT IDX ADM Vanguard 0 | Common Collective Trusts | — | — | $233K | 1.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $210K | 1.4% | |
| FIDELITY FREDM INDEX 20 PREMR Fidelity 0 | Mutual Funds | — | — | $186K | 1.2% | |
| VANGUARD SPECIALIZED FD VANGUARD REAL ESTATE INDEX ADMIRAL Vanguard 0 | Mutual Funds | — | — | $129K | 0.8% | |
| FIDELITY FREDM INDEX INCOME PREMR Fidelity 0 | Mutual Funds | — | — | $110K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM Vanguard 0 | Mutual Funds | — | — | $90K | 0.6% | |
| VANGUARD HEALTH CARE INDEX ADM Vanguard 0 | Mutual Funds | — | — | $89K | 0.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM Vanguard 0 | Mutual Funds | — | — | $45K | 0.3% | |
| FIDELITY FREDM INDEX 15 PREMR Fidelity 0 | Mutual Funds | — | — | $44K | 0.3% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Vanguard 0 | Mutual Funds | — | — | $42K | 0.3% | |
| VANGUARD FINANCIALS INDEX ADM Vanguard 0 | Mutual Funds | — | — | $41K | 0.3% | |
| VANGUARD MID CAP INDEX ADM Vanguard 0 | Mutual Funds | — | — | $36K | 0.2% | |
| VANGUARD ENERGY INDEX ADM Vanguard 0 | Mutual Funds | — | — | $31K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $28K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $20K | 0.1% | |
| MASSMUTUAL CORE BOND FUND MassMutual 0 | Other securities | — | — | $20K | 0.1% | |
| VANGUARD PRIME MONEY MARKET INSTL Vanguard 0 | Mutual Funds | — | — | $18K | 0.1% | |
| FRANKLIN SMALL-MID CAP GROWTH R6 Franklin 0 | Mutual Funds | — | — | $17K | 0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $17K | 0.1% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Vanguard 0 | Mutual Funds | — | — | $17K | 0.1% | |
| AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $16K | 0.1% | |
| VANGUARD UTILITIES INDEX ADM Vanguard 0 | Mutual Funds | — | — | $16K | 0.1% | |
| VANGUARD DEVELOPED MARKETS IDX ADMIRAL Vanguard 0 | Common Collective Trusts | — | — | $15K | 0.1% | |
| AMERICAN FUNDS GROWTH PORTFOLIO R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $15K | <0.1% | |
| AMERICAN FUNDS INCOME PORTFOLIO R6 AMERICAN FUNDS 0 | Mutual Funds | — | — | $13K | <0.1% | |
| PRUDENTIAL HIGH-YIELD Z PRUDENTIAL 0 | Other securities | — | — | $10K | <0.1% | |
| AMERICAN BEACON SMALL CP VAL Y AMERICAN FUNDS 0 | Mutual Funds | — | — | $4K | <0.1% | |
| VANGUARD EXPLORER ADM Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
