Michael Tortorici signed Centerpoint Properties Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerpoint Properties Trust's EIN is 36-3910279.
Download the official 2024 Form 5500 (PDF) for Centerpoint Properties Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerpoint Properties Trust'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.6M | 15.5% | |
| FIDELITY GROWTH COMPANY - K | Registered Investment Companies | — | — | $7.8M | 14.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.1M | 9.1% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $5.0M | 8.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $4.7M | 8.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $2.2M | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 3.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.1M | 3.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.0M | 3.5% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| FID DIVERSIFIED INTL K | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| MACQUARIE EMERGING MKTS INST | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $970K | 1.7% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $841K | 1.5% | |
| BARON SMALL CAP INSTL | Registered Investment Companies | — | — | $810K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $743K | 1.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $719K | 1.3% | |
| FID NATURAL RESOURCES | Registered Investment Companies | — | — | $584K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $570K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $447K | 0.8% | |
| FRA CONVERTIBLE SECURITIES R6 | Registered Investment Companies | — | — | $400K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $381K | 0.7% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $320K | 0.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $300K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $284K | 0.5% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $186K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $42K | <0.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $39K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $30K |
| — |
