Kimberly Bailey signed Landmark Properties Real Estate Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Landmark Properties Real Estate Partners, LLC's EIN is 31-1831114.
Download the official 2024 Form 5500 (PDF) for Landmark Properties Real Estate Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Landmark Properties Real Estate Partners, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2045 Ins Pre 116,029 # | Common Collective Trusts | — | — | $3.0M | 13.6% | |
| Fidelity Frdm Idx 2055 Ins Pre 119,154 # | Common Collective Trusts | — | — | $2.5M | 11.5% | |
| Fidelity Frdm Idx 2040 Ins Pre 99,324 # | Common Collective Trusts | — | — | $2.4M | 11.0% | |
| Fidelity Frdm Idx 2050 Ins Pre 88,488 # | Common Collective Trusts | — | — | $2.3M | 10.4% | |
| Fidelity 500 Index Fund 10,093 # | Common Collective Trusts | — | — | $2.1M | 9.3% | |
| Fidelity Frdm Idx 2035 Ins Pre 81,633 # | Common Collective Trusts | — | — | $1.9M | 8.6% | |
| Fidelity Frdm Idx 2060 Ins Pre 65,114 # | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| Fidelity Frdm Idx 2030 Ins Pre 51,183 # | Common Collective Trusts | — | — | $1.0M | 4.7% | |
| Brown Advisory Sust Grw I Fd 14,834 # | Other securities | — | — | $818K | 3.7% | |
| Fidelity Frdm Idx 2025 Ins Pre 43,820 # | Common Collective Trusts | — | — | $814K | 3.7% | |
| Fidelity Mid Cp Index Fund 16,100 # | Common Collective Trusts | — | — | $544K | 2.5% | |
| Fid LC Gr Index Fund 11,929 # | Common Collective Trusts | — | — | $467K | 2.1% | |
| Fid LC Val Index Fund 21,357 # | Common Collective Trusts | — | — | $387K | 1.7% | |
| American Funds AmerMut R6 Fd 6,354 # | Mutual Funds | — | — | $351K | 1.6% | |
| Fidelity International Idx Fd 7,303 # | Common Collective Trusts | — | — | $347K | 1.6% | |
| Fidelity Adv Stk Sel Sm Cp Z 8,472 # | Mutual Funds | — | — | $317K | 1.4% | |
| Fidelity Frdm Idx 2015 Ins Pre 20,759 # | Common Collective Trusts | — | — | $296K | 1.3% | |
| Fidelity Frdm Idx 2065 Ins Pre 13,426 # | Common Collective Trusts | — | — | $197K | 0.9% | |
| Fidelity Frdm Idx 2020 Ins Pre 12,435 # | Common Collective Trusts | — | — | $196K | 0.9% | |
| Principal Guaranteed Option # | Other securities | — | — | $190K | 0.9% | |
| Cohen & Steers I Realty Sh Fd 3,582 # | Other securities | — | — | $172K | 0.8% | |
| PGIM High Yield R6 Fund 25,850 # | Other securities | — | — | $123K | 0.6% | |
| maturing at various dates through December 2029 | Other securities | — | — | $112K | 0.5% | |
| Fidelity Sm Cap Index Fund 3,845 # | Common Collective Trusts | — | — | $106K | 0.5% | |
| Amer Century Emerg Mkts R6 Fd 7,303 # | Other securities | — | — | $83K | 0.4% | |
| Am Fds Bd Fd of Am R6 Fd 6,890 # | Other securities | — | — | $77K | 0.3% | |
| Fidelity Emerg Mkt Index Fund 3,478 # | Common Collective Trusts | — | — | $36K | 0.2% | |
| (E) | Other securities | — | — | $24K | 0.1% | |
| Fidelity Inf-Pr Bond Index Fd 2,720 # | Mutual Funds | — | — | $24K | 0.1% | |
| Lord Abbett Sht Drtn Inc R6 Fd 5,261 # | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity US Bond Index Fund 1,802 # | Common Collective Trusts | — | — | $18K | <0.1% | |
| Fidelity Frdm Idx Inc Ins Prem 326 # | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Frdm Idx 2010 Ins Pre 222 # | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
