Richard Tatum signed BLVD Residential Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BLVD Residential Inc.'s EIN is 27-5440947.
Download the official 2024 Form 5500 (PDF) for BLVD Residential Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BLVD Residential Inc.'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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Intl Equity ETF Exchange Traded Fund | Mutual Funds | — | — | $285K | 11.8% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $252K | 10.4% | |
| SPDR Portfolio S&P 500 Value ETF Exchange Traded Fund | Common Collective Trusts | — | — | $239K | 9.9% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $223K | 9.3% | |
| ETF Exchange Traded Fund | Other securities | — | — | $168K | 7.0% | |
| Nuveen Core Bond Fund Premier R6 Mutual Fund | Mutual Funds | — | — | $152K | 6.3% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $145K | 6.0% | |
| SPDR Portfolio Mortgage Backed Bond ETF Exchange Traded Fund | Other securities | — | — | $143K | 5.9% | |
| Vanguard FTSE Emerging Market Exchange Traded Fund | Mutual Funds | — | — | $102K | 4.2% | |
| ETF Exchange Traded Fund | Other securities | — | — | $89K | 3.7% | |
| SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund | Other securities | — | — | $81K | 3.4% | |
| iShares Exponential Tech ETF Exchange Traded Fund | Other securities | — | — | $75K | 3.1% | |
| Schwab US REIT ETFSPDR Portfolio Intermediate Term Treasury Exchange Traded Fund | Mutual Funds | — | — | $72K | 3.0% | |
| iShares Core S&P Small-Cap ETF Exchange Traded Fund | Other securities | — | — | $71K | 2.9% | |
| iShares Intl Aggregate BondiShares Trust 5-10 Year Inv Grd Corp Bond Exchange Traded Fund | Common Stocks | — | — | $64K | 2.7% | |
| Schwab Treasury Infl Prot Sec Index Fund Sel Mutual Fund | Common Collective Trusts | — | — | $57K | 2.4% | |
| SPDR S&P Kensho New Economies Exchange Traded Fund | Other securities | — | — | $42K | 1.7% | |
| Participant Loans maturing through April 2029 | Participant loans | — | — | $37K | 1.5% | |
| American Preservation Portfolio R6 Mutual Fund 684 DFA Global Equity I Mutual Fund | Mutual Funds | — | — | $37K | 1.5% | |
| Cash 258 Federated Hermes Treas Oblig-AS Money Market Fund | Cash / Money Market | — | — | $24K | 1.0% | |
| Vanguard Global Equity Inv Mutual Fund | Mutual Funds | — | — | $12K | 0.5% | |
| Vanguard Explorer Adm Mutual Fund | Mutual Funds | — | — | $9K | 0.4% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Short-Term Federal Adm Mutual Fund | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Ultra-Short-Term Bond Admiral Mutual Fund | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | Mutual Funds | — | — | $5K | 0.2% | |
| Nuveen Short Term Bond Fund R6 Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| DFA Short-Term Extended Quality I Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| DFA Select Hedge Global Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds Corporate Bond R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
