SAMI Guedouar signed Roland Park Place's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roland Park Place's EIN is 52-1197548.
Download the official 2023 Form 5500 (PDF) for Roland Park Place from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Roland Park Place's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| EMPOWER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Ret Fund N/R | Mutual Funds | — | — | $2.0M | 28.4% | |
| Guaranteed Interest Account * Empower General Account N/R | Other securities | — | — | $992K | 14.3% | |
| American Funds 2040 Target Date Ret Fund N/R | Mutual Funds | — | — | $568K | 8.2% | |
| American Funds 2020 Target Date Ret Fund N/R | Mutual Funds | — | — | $468K | 6.7% | |
| BlackRock iShares S&P 500 Index K N/R | Common Collective Trusts | — | — | $350K | 5.0% | |
| Mass Mutual MML U.S. Government Money Market N/R 77 Invesco V.I. Discovery Mid Cap Growth N/R 76 * Mass Mutual MML Small Cap Equity N/R 75 Total variable annuity accounts | Mutual Funds | — | — | $293K | 4.2% | |
| American Funds 2050 Target Date Ret Fund N/R | Mutual Funds | — | — | $190K | 2.7% | |
| American Funds 2025 Target Date Ret Fund N/R | Mutual Funds | — | — | $182K | 2.6% | |
| MFS Investment Management Value Fund N/R | Mutual Funds | — | — | $176K | 2.5% | |
| American Funds 2010 Target Date Ret Fund N/R | Mutual Funds | — | — | $175K | 2.5% | |
| Mass Mutual Blue Chip Growth I N/R | Other securities | — | — | $168K | 2.4% | |
| Mass Mutual Select Strategic Bond Fund N/R | Other securities | — | — | $162K | 2.3% | |
| American Funds 2045 Target Date Ret Fund N/R | Mutual Funds | — | — | $159K | 2.3% | |
| Participant loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $148K | 2.1% | |
| Mass Mutual Overseas I N/R | Other securities | — | — | $136K | 2.0% | |
| American Funds 2035 Target Date Ret Fund N/R | Mutual Funds | — | — | $118K | 1.7% | |
| Mass Mutual General Account N/R | Other securities | — | — | $102K | 1.5% | |
| BlackRock iShares Russell 2000 Small-Cap Index K N/R | Common Collective Trusts | — | — | $95K | 1.4% | |
| Variable Annuity Accounts Brighthouse Financial MetLife Mid Cap Stock Index Class A N/R | Other securities | — | — | $88K | 1.3% | |
| American Funds 2060 Target Date Ret Fund N/R | Mutual Funds | — | — | $86K | 1.2% | |
| American Funds 2055 Target Date Ret Fund N/R | Mutual Funds | — | — | $84K | 1.2% | |
| Fixed Annuities * MetLife Fixed Interest Account N/R | Other securities | — | — | $79K | 1.1% | |
| Allspring Special Mid Cap Value R6 N/R | Other securities | — | — | $67K | 1.0% | |
| Mass Mutual MML Equity N/R | Other securities | — | — | $61K | 0.9% | |
| BlackRock iShares Russell Mid-Cap Index K N/R | Other securities | — | — | $54K | 0.8% | |
| Dimensional Fund Advisors Real Estate Sec Portfolio Fund N/R | Mutual Funds | — | — | $48K | 0.7% | |
| Janus Henderson Triton Fund N/R | Mutual Funds | — | — | $48K | 0.7% | |
| Mass Mutual MML Mid Cap Growth N/R | Other securities | — | — | $40K | 0.6% | |
| Brighthouse Financial T Rowe Price Large Cap Growth A N/R | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds Growth Fund 2 N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Brighthouse Financial Western Asset Mgmt Strategic Bond N/R | Other securities | — | — | $12K | 0.2% | |
| American Funds VIS Global Small Cap Class 2 N/R | Mutual Funds | — | — | $11K | 0.2% | |
| American Funds Growth Income Fund 2 N/R | Mutual Funds | — | — | $11K | 0.2% | |
| Allspring Special Small Cap Value R6 N/R | Other securities | — | — | $10K | 0.1% | |
| Mass Mutual Mid Cap Growth I N/R | Other securities | — | — | $9K | 0.1% | |
| Opportunity Brighthouse Financial MFS Value Class A N/R | Mutual Funds | — | — | $7K | 0.1% | |
| American Funds 2015 Trgt Date Ret Fund N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Brighthouse Financial Neuberger Berman Genesis Class A N/R | Other securities | — | — | $5K | <0.1% | |
| Invesco V.I. Capital Appreciation N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco V.I. Global N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Brighthouse Financial Brighthouse/Artisan Mid Cap Value A N/R | Other securities | — | — | $3K | <0.1% | |
| Brighthouse Financial MetLife Stock Index Class A N/R | Other securities | — | — | $3K | <0.1% | |
| American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Brighthouse Financial Pimco Total Return Class A N/R 145 Fidelity Investment Grade Bond N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Empower Asset Holding Account N/R | Other securities | — | — | $2K | <0.1% | |
| Brighthouse Financial T Rowe Price Small Cap Growth A N/R | Mutual Funds | — | — | $1K | <0.1% | |
| Brighthouse Financial Morgan Stanley Discovery Port A N/R | Other securities | — | — | $1K | <0.1% | |
| Brighthouse Financial Western Asset Mgmt US Government A N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GLASTONBURY, CT |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | — | GLASTONBURY, CT | CONTRACT ADMIN | $3K | — |
