Jeremy BEER signed CP Property Management LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CP Property Management LLC's EIN is 35-2470305.
Download the official 2022 Form 5500 (PDF) for CP Property Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)CP Property Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | PLAN ADMINISTRATOR | $30K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 96.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $240K | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $102K | 1.0% | |
| [Assets held in common stock] | Other | — | — | $16K | 0.2% |
| 52-1396995 |
| — |
| ADVISOR |
| $28K |
| — |
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $2K | — |
