Robert McNamara signed At World Properties, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
At World Properties, LLC's EIN is 36-4357214.
Download the official 2024 Form 5500 (PDF) for At World Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)At World Properties, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 13.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.9M | 11.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.8M | 10.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.7M | 10.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.5M | 8.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 8.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.3M | 7.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.0M | 6.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $787K | 4.6% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $784K | 4.6% | |
| Fidelity International Index | Mutual Funds | — | — | $336K | 2.0% | |
| Vanguard Target Retirement 2070 Fund ** 241 Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $289K | 1.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $245K | 1.4% | |
| Participants Notes receivable from participants (Interest rates ranging | Other securities | — | — | $215K | 1.3% | |
| Vanguard International Growth Fund ** 827 Vanguard Long-Term Investment Grade Fund ** 103 Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $210K | 1.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $195K | 1.1% | |
| TD Bank TD Bank Institutional Money Market | Cash / Money Market | — | — | $179K | 1.0% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $137K | 0.8% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $111K | 0.7% | |
| DFA International Value Portfolio | Mutual Funds | — | — | $110K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $103K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $78K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $57K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $47K | 0.3% | |
| DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $32K | 0.2% | |
| DFA Global Real Estate Securities Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $27K | 0.2% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
