Viola Hubbard signed Akelius Real Estate Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Akelius Real Estate Management's EIN is 30-0856568.
Download the official 2024 Form 5500 (PDF) for Akelius Real Estate Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Akelius Real Estate Management'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 13.9% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 13.9% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 13.6% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $838K | 7.1% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $798K | 6.7% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $760K | 6.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $685K | 5.8% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $475K | 4.0% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $468K | 4.0% | |
| GOLDMAN LARGE CAP GROWTH A | Registered Investment Companies | — | — | $405K | 3.4% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $300K | 2.5% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $263K | 2.2% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $238K | 2.0% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $214K | 1.8% | |
| NATIONWIDE MD CP MKT IND FD- A | Registered Investment Companies | — | — | $173K | 1.5% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $108K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $104K | 0.9% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $87K | 0.7% | |
| ARIEL FUND | Registered Investment Companies | — | — | $81K | 0.7% | |
| PGIM GLOBAL REAL ESTATE R4 | Registered Investment Companies | — | — | $57K | 0.5% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $56K | 0.5% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $51K | 0.4% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $49K | 0.4% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $47K | 0.4% | |
| THORNBURG STRATEGIC INCOME R4 | Registered Investment Companies | — | — | $42K | 0.4% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $40K | 0.3% | |
| VICTORY INTL SMALL CAP A | Registered Investment Companies | — | — | $29K | 0.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $17K | 0.1% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $14K | 0.1% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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