Sarah KHU signed Capreit Operating Limited Partne's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capreit Operating Limited Partne's EIN is 52-2064504.
Download the official 2024 Form 5500 (PDF) for Capreit Operating Limited Partne from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capreit Operating Limited Partne'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 | $70K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QP CONSULTING, LLC | 47-1771614 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| NUVTIAA LC 2035 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2.4M | 15.1% | |
| NUVTIAA LC 2025 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2.1M | 13.3% | |
| NUVTIAA LC 2040 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.7M | 10.9% | |
| NUVTIAA LC 2045 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| NUVTIAA LC 2030 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.0M | 6.5% | |
| NUVTIAA LC 2050 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.0M | 6.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $622K | 3.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $559K | 3.5% | |
| NUVTIAA LC 2055 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $551K | 3.4% | |
| NUVTIAA LC 2060 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $493K | 3.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $396K | 2.5% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $365K | 2.3% | |
| NUVTIAA LC 2020 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $287K | 1.8% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $257K | 1.6% | |
| NUVTIAA LC INCOME R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $238K | 1.5% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $233K | 1.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $216K | 1.4% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $168K | 1.0% | |
| NUVTIAA LC 2065 R SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $159K | 1.0% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $136K | 0.9% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $99K | 0.6% | |
| FIDELITY ADVISOR BALANCED Z | Registered Investment Companies | — | — | $63K | 0.4% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $25K |
| — |
