Fernande Branch signed Madison Realty Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madison Realty Corporation's EIN is 31-1670746.
Download the official 2024 Form 5500 (PDF) for Madison Realty Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madison Realty Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP | — | HOUSTON, TX | N/A | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| America funds American Funds Growth Fund of America | Mutual Funds | — | — | $8.7M | 18.3% | |
| Metropolitan Life Insurance Company Reliance Trust Stable Value Fund Metlife | Stable Value | — | — | $3.7M | 7.8% | |
| MASTER TRUST 25157 RELIANCE TRUST STABLE VALUE FD METLIFE · EIN 58-1428634 / PN 005 | Common Collective Trust | — | — | $3.7M | 7.8% | |
| America funds American Funds 2035 Target Date Fund | Mutual Funds | — | — | $3.1M | 6.5% | |
| America funds American Funds 2020 Target Date Fund | Mutual Funds | — | — | $3.1M | 6.4% | |
| America funds American Funds 2030 Target Date Fund | Mutual Funds | — | — | $3.0M | 6.3% | |
| America funds American Funds Fundamental Investors | Mutual Funds | — | — | $3.0M | 6.2% | |
| Columbia Large Cap Index Fund | Common Collective Trusts | — | — | $2.6M | 5.6% | |
| America funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $2.5M | 5.3% | |
| Columbia Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 4.5% | |
| Pimco Income Fund | Mutual Funds | — | — | $2.1M | 4.4% | |
| America funds American Funds 2045 Target Date Fund | Mutual Funds | — | — | $2.0M | 4.1% | |
| America funds American Funds 2010 Target Date Fund | Mutual Funds | — | — | $1.6M | 3.4% | |
| America funds American Funds 2025 Target Date Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| America funds American Funds American Mutual Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| America funds American Funds 2040 Target Date Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| Nuveen Real Estate Secs. Fund | Mutual Funds | — | — | $973K | 2.0% | |
| Pimco International Bond Fund | Mutual Funds | — | — | $958K | 2.0% | |
| Virtus NFJ Small-Cap Value Fund | Other securities | — | — | $846K | 1.8% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $685K | 1.4% | |
| Touchstone Small Company Fund | Common Stocks | — | — | $668K | 1.4% | |
| America funds American Funds 2015 Target Date Fund | Mutual Funds | — | — | $432K | 0.9% | |
| America funds American Funds 2050 Target Date Fund | Mutual Funds | — | — | $345K | 0.7% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $257K | 0.5% | |
| America funds American Funds 2055 Target Date Fund | Mutual Funds | — | — | $192K | 0.4% | |
| America funds American Funds 2060 Target Date Fund | Mutual Funds | — | — | $62K | 0.1% | |
| Notes receivable Notes receivable from participants with interest rates from participants ranging from 4.25% to 9.50% annual - | Bonds / Notes | — | — | $15K | <0.1% |
