Brian Steinwurtzel signed GFP Real Estate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GFP Real Estate, LLC's EIN is 46-4358048.
Download the official 2024 Form 5500 (PDF) for GFP Real Estate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GFP Real Estate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, automatic enrollment.
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 | — | RECORD KEEPER | -$447 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFA BENEFITS, LLC | — | PLYMOUTH MEETING, PA | INVESTMENT MANAGER | $13K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $3.4M | 15.9% | |
| Fidelity Management Trust Company Fidelity Index 2040 IPR | Mutual Funds | — | — | $3.1M | 14.7% | |
| Fidelity Management Trust Company Fidelity Select Healthcare | Mutual Funds | — | — | $1.5M | 7.1% | |
| Fidelity Management Trust Company Fidelity Contrafund | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Management Trust Company Fidelity Equity Inc | Mutual Funds | — | — | $1.2M | 5.4% | |
| Fidelity Management Trust Company Fidelity Real Estate Index | Mutual Funds | — | — | $833K | 3.9% | |
| Fidelity Management Trust Company Fidelity Select Technology | Mutual Funds | — | — | $799K | 3.7% | |
| Fidelity Management Trust Company Fidelity Select Energy | Mutual Funds | — | — | $764K | 3.6% | |
| Fidelity Management Trust Company Fidelity Index 2030 IPR | Mutual Funds | — | — | $696K | 3.3% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $638K | 3.0% | |
| American Funds American Funds Growth Fund of Amer R6 | Mutual Funds | — | — | $588K | 2.8% | |
| Fidelity Management Trust Company Fidelity Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $580K | 2.7% | |
| Fidelity Management Trust Company Fidelity Index 2050 IPR | Mutual Funds | — | — | $516K | 2.4% | |
| Fidelity Management Trust Company Fidelity Index 2060 IPR | Mutual Funds | — | — | $514K | 2.4% | |
| Fidelity Management Trust Company Fidelity Index 2045 IPR | Mutual Funds | — | — | $492K | 2.3% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $490K | 2.3% | |
| Fidelity Management Trust Company Fidelity Index 2020 IPR | Mutual Funds | — | — | $461K | 2.2% | |
| Fidelity Management Trust Company Fidelity Value | Mutual Funds | — | — | $410K | 1.9% | |
| Fidelity Management Trust Company Fidelity Select Defense & Aero Port | Mutual Funds | — | — | $324K | 1.5% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | Mutual Funds | — | — | $288K | 1.3% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $270K | 1.3% | |
| Fidelity Management Trust Company Fidelity Index 2055 IPR | Mutual Funds | — | — | $232K | 1.1% | |
| Fidelity Management Trust Company Fidelity Index Inc IPR | Mutual Funds | — | — | $223K | 1.0% | |
| Fidelity Management Trust Company Fidelity Index 2035 IPR | Mutual Funds | — | — | $222K | 1.0% | |
| Fidelity Management Trust Company Fidelity Total Bond | Mutual Funds | — | — | $220K | 1.0% | |
| Fidelity Management Trust Company Fidelity Capital & Income | Mutual Funds | — | — | $208K | 1.0% | |
| Fidelity Management Trust Company Fidelity Worldwide | Mutual Funds | — | — | $202K | 0.9% | |
| Participant loans Interest rates ranging from 5.25% to 10.5% maturing through July 2046 - | Bonds / Notes | — | — | $180K | 0.8% | |
| Fidelity Management Trust Company Fidelity Mid Cap Val Index | Mutual Funds | — | — | $178K | 0.8% | |
| Fidelity Management Trust Company Fidelity Index 2025 IPR | Mutual Funds | — | — | $142K | 0.7% | |
| Fidelity Management Trust Company Fidelity Index 2070 IPR ** 288 American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $138K | 0.6% | |
| Fidelity Management Trust Company Fidelity Financials | Mutual Funds | — | — | $100K | 0.5% | |
| Fidelity Management Trust Company Fidelity Low-Priced Stock | Mutual Funds | — | — | $97K | 0.5% | |
| Fidelity Management Trust Company Fidelity Index 2065 IPR | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | — | $22K | — |
