Westport Properties, Inc.'s EIN is 33-0223829.
Download the official 2024 Form 5500 (PDF) for Westport Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westport Properties, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.2M | 92.6% | |
| American United Life Insurance Company Retirementtrack Conservative Ret R2 ** 39 * American United Life Insurance Company Retirementtrack Aggressive 2035 R2 | Common Stocks | — | — | $789K | 17.5% | |
| American United Life Insurance Company Retirementtrack Aggressive Ret R2 | Common Stocks | — | — | $458K | 10.2% | |
| American United Life Insurance Company Retirementtrack Aggressive 2045 R2 | Common Stocks | — | — | $444K | 9.9% | |
| American United Life Insurance Company Retirementtrack Moderate 2055 R2 | Common Stocks | — | — | $314K | 7.0% | |
| American United Life Insurance Company Nuveen Large Cap Growth Index Ret | Mutual Funds | — | — | $282K | 6.3% | |
| American United Life Insurance Company Retirementtrack Aggressive 2055 R2 | Common Stocks | — | — | $281K | 6.2% | |
| American United Life Insurance Company American Funds New Perspective R4 | Mutual Funds | — | — | $257K | 5.7% | |
| American United Life Insurance Company Retirementtrack Cons 2065 R2 ** 73 * American United Life Insurance Company State Street S&P 500 Index Class F | Common Collective Trusts | — | — | $248K | 5.5% | |
| American United Life Insurance Company American Funds American Balanced R4 | Mutual Funds | — | — | $212K | 4.7% | |
| American United Life Insurance Company American United Life Stable Value Account | Stable Value | — | — | $201K | 4.5% | |
| American United Life Insurance Company Nuveen Large Cap Value Index Ret ** 29 * American United Life Insurance Company BlackRock MidCap Equity Index CI31 | Common Collective Trusts | — | — | $153K | 3.4% | |
| American United Life Insurance Company Retirementtrack Moderate 2045 R2 | Common Stocks | — | — | $148K | 3.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $134K | 3.0% | |
| American United Life Insurance Company Nuveen International Equity Index Retire | Common Collective Trusts | — | — | $90K | 2.0% | |
| American United Life Insurance Company Retirementtrack Moderate 2035 R2 | Common Stocks | — | — | $79K | 1.8% | |
| American United Life Insurance Company Franklin Utilities Adv | Mutual Funds | — | — | $76K | 1.7% | |
| American United Life Insurance Company Retirementtrack Moderate 2065 R2 | Common Stocks | — | — | $70K | 1.6% | |
| American United Life Insurance Company Goldman Sachs Tech Opps Inst | Common Stocks | — | — | $46K | 1.0% | |
| American United Life Insurance Company BlackRock Eqty Dividend Inst | Common Stocks | — | — | $37K | 0.8% | |
| American United Life Insurance Company BlackRock Health Sciences Opportunities I | Common Stocks | — | — | $33K | 0.7% | |
| American United Life Insurance Company Retirementtrack Conservative 2035 R2 ** 21 * American United Life Insurance Company Retirementtrack Moderate Retirement R2 | Common Stocks | — | — | $27K | 0.6% | |
| American United Life Insurance Company BlackRock Russell 1000 Index CI31 | Common Collective Trusts | — | — | $26K | 0.6% | |
| American United Life Insurance Company American Funds New World R4 | Mutual Funds | — | — | $20K | 0.4% | |
| American United Life Insurance Company BNY Natural Resources I | Common Stocks | — | — | $13K | 0.3% | |
| American United Life Insurance Company Dws Real Estate Secs S | Common Stocks | — | — | $11K | 0.2% | |
| American United Life Insurance Company PGIM High-Yield Z ** 357 * American United Life Insurance Company PIMCO Real Return Admiral ** 35 * American United Life Insurance Company Russell Investments Short Duration Bond S | Mutual Funds | — | — | $10K | 0.2% | |
| American United Life Insurance Company BlackRock Russell 2000 Index CI31 ** 24 * American United Life Insurance Company American Funds Europacific Growth R4 | Common Collective Trusts | — | — | $9K | 0.2% | |
| American United Life Insurance Company Fidelity Adv Total Bond I | Mutual Funds | — | — | $9K | 0.2% | |
| American United Life Insurance Company Invesco Gold & Special Minerals Y | Mutual Funds | — | — | $8K | 0.2% | |
| American United Life Insurance Company Jan Hen Triton A | Common Stocks | — | — | $4K | <0.1% | |
| American United Life Insurance Company American Century Small Cap Value Inv | Common Stocks | — | — | $4K | <0.1% | |
| American United Life Insurance Company Retirementtrack Cons 2045 R2 ** 22 * American United Life Insurance Company Retirementtrack Cons 2055 R2 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
