Matthew Cadwell signed Towne Park, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Towne Park, LLC's EIN is 52-1659267.
Download the official 2024 Form 5500 (PDF) for Towne Park, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Towne Park, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | — | RECORDKEEPER | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement 2050 K | Other securities | — | — | $2.5M | 14.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.0M | 11.2% | |
| BlackRock LifePath Index Retirement 2045 K | Other securities | — | — | $1.8M | 10.2% | |
| BlackRock LifePath Index Retirement 2055 K | Other securities | — | — | $1.6M | 9.2% | |
| BlackRock LifePath Index Retirement 2035 K | Other securities | — | — | $1.5M | 8.2% | |
| BlackRock LifePath Index Retirement 2040 K | Other securities | — | — | $1.3M | 7.5% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $1.2M | 6.7% | |
| BlackRock LifePath Index Retirement 2060 K | Other securities | — | — | $958K | 5.4% | |
| BlackRock LifePath Index Retirement 2030 K | Other securities | — | — | $602K | 3.4% | |
| Fidelity International Index | Mutual Funds | — | — | $525K | 3.0% | |
| JP Morgan JP Morgan U.S. Large Cap Growth R6 | Other securities | — | — | $497K | 2.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $454K | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $364K | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $307K | 1.7% | |
| BlackRock LifePath Index Retirement 2065 K | Other securities | — | — | $295K | 1.7% | |
| American Funds Mutual R6 | Mutual Funds | — | — | $279K | 1.6% | |
| Fidelity Advisor International Growth I | Mutual Funds | — | — | $277K | 1.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $274K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $231K | 1.3% | |
| American Funds the Bond Fund of America R6 | Mutual Funds | — | — | $222K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $171K | 1.0% | |
| Fidelity Real Estate Index Institutional FSRNX | Mutual Funds | — | — | $102K | 0.6% | |
| BlackRock Mid Cap Growth Equity K | Other securities | — | — | $96K | 0.5% | |
| American Century Mid Cap | Other securities | — | — | $93K | 0.5% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $49K | 0.3% | |
| Invesco EQV International Equity R6 | Mutual Funds | — | — | $25K | 0.1% | |
| PIMCO Income A | Mutual Funds | — | — | $21K | 0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2K | <0.1% | |
| AB Global AB Global Bond Ave | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $19K | — |
