Stewart Richards signed Centennial Real Estate Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centennial Real Estate Management, LLC's EIN is 33-1190093.
Download the official 2024 Form 5500 (PDF) for Centennial Real Estate Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centennial Real Estate Management, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 a | Other securities | — | — | $3.2M | 17.1% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 a | Other securities | — | — | $2.7M | 14.6% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 a | Other securities | — | — | $2.3M | 12.6% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 a | Other securities | — | — | $2.3M | 12.4% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 a | Other securities | — | — | $2.2M | 12.0% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 a | Other securities | — | — | $1.2M | 6.7% | |
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $943K | 5.1% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 a | Other securities | — | — | $641K | 3.5% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 a | Other securities | — | — | $554K | 3.0% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 a | Other securities | — | — | $506K | 2.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $336K | 1.8% | |
| various maturities -0- | Other securities | — | — | $186K | 1.0% | |
| Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $160K | 0.9% | |
| PGIM High Yield Fund - Class R6 a | Other securities | — | — | $153K | 0.8% | |
| JPMorgan Equity Income Fund Class R6 a | Other securities | — | — | $141K | 0.8% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $140K | 0.8% | |
| Fidelity U.S. Bond Index Fund a | Common Collective Trusts | — | — | $107K | 0.6% | |
| Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $106K | 0.6% | |
| Pimco Income Fund Institutional Class a | Mutual Funds | — | — | $93K | 0.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $77K | 0.4% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 a | Other securities | — | — | $65K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $65K | 0.3% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $50K | 0.3% | |
| Great Gray Emerging Markets Fund II Fee Class R1 a | Other securities | — | — | $48K | 0.3% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $48K | 0.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $45K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Class Z a | Other securities | — | — | $39K | 0.2% | |
| American Funds Bond Fund of America, Class R6 a | Mutual Funds | — | — | $37K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class a | Other securities | — | — | $29K | 0.2% | |
| Galliard Stable Return Fund N a | Other securities | — | — | $13K | <0.1% | |
| GALLIARD STBLE RTN N WELLS FARGO BANK, N.A. · EIN 76-0727727 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 a | Mutual Funds | — | — | $10K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 a | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
