Linda Pearce signed Debartolo Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Debartolo Holdings, LLC's EIN is 52-2262655.
Download the official 2024 Form 5500 (PDF) for Debartolo Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Debartolo Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $60K | — |
| NATIONWIDE | 31-4156830 | COLUMUBS, OH | NONE | $6K | — |
| NATIONWIDE | 31-4156830 | — | NONE | $489 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NW FIXED SELECT OPTION FIXED ACCOUNT | Other securities | — | — | $4.0M | 12.7% | |
| AMFDS GR FD AM R6 MUTUAL FUND | Other securities | — | — | $3.5M | 11.0% | |
| MFS INTERNATIONAL INTRINSIC VALUE FUND MUTUAL FUND | Mutual Funds | — | — | $2.1M | 6.6% | |
| TROWEPR EQ INC MUTUAL FUND | Common Stocks | — | — | $2.0M | 6.4% | |
| AMBCN LGCAP VAL R5 MUTUAL FUND | Other securities | — | — | $1.9M | 6.0% | |
| SELF DIRECTED BROKERAGE ACCOUNT MUTUAL FUND | Self-Directed Brokerage | — | — | $1.5M | 4.8% | |
| PUB-RDGWRTH MIDCAP VAL EQ I MUTUAL FUND | Other securities | — | — | $1.2M | 3.7% | |
| NW INV DEST MOD AGGR R6 MUTUAL FUND | Other securities | — | — | $1.1M | 3.4% | |
| CARILN EAGLE MDCAP GR I MUTUAL FUND | Other securities | — | — | $1.1M | 3.4% | |
| AMGMGRS FRPT MDCAP I MUTUAL FUND | Other securities | — | — | $914K | 2.9% | |
| JNSHNDRSN OVRSEAS N MUTUAL FUND | Other securities | — | — | $868K | 2.7% | |
| LRDABT HI YLD I MUTUAL FUND | Other securities | — | — | $798K | 2.5% | |
| NW INV DEST AGGR R6 MUTUAL FUND | Other securities | — | — | $758K | 2.4% | |
| COLUMBIA GLOBAL TECHNOLOGY FUND - INST MUTUAL FUND | Other securities | — | — | $715K | 2.3% | |
| MACQUARIE DIVERSIFIED INCOME FUND - INST MUTUAL FUND | Other securities | — | — | $640K | 2.0% | |
| BARON SMCAP INST MUTUAL FUND | Other securities | — | — | $639K | 2.0% | |
| NW INV DEST MOD R6 MUTUAL FUND | Other securities | — | — | $637K | 2.0% | |
| TROWEPR RTRMT 2005 MUTUAL FUND - TROWEPR RTRMT 2030 MUTUAL FUND | Other securities | — | — | $529K | 1.7% | |
| EV FLOTNG RT HI INC INST MUTUAL FUND | Common Stocks | — | — | $491K | 1.5% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST MUTUAL FUND | Mutual Funds | — | — | $477K | 1.5% | |
| TROWEPR HLTH SCNC MUTUAL FUND | Other securities | — | — | $466K | 1.5% | |
| VNGRD 500 INDEX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $461K | 1.5% | |
| TROWEPR SMCAP VAL MUTUAL FUND | Other securities | — | — | $442K | 1.4% | |
| PIMCO TTL RTN INST MUTUAL FUND | Mutual Funds | — | — | $348K | 1.1% | |
| FIDADV FREE 2030 INST MUTUAL FUND | Other securities | — | — | $286K | 0.9% | |
| AMCENT INFL ADJ BD R5 MUTUAL FUND | Other securities | — | — | $270K | 0.9% | |
| WLMBLR INTL GR I MUTUAL FUND | Other securities | — | — | $258K | 0.8% | |
| TROWEPR RTRMT 2035 MUTUAL FUND | Other securities | — | — | $221K | 0.7% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUND | Other securities | — | — | $219K | 0.7% | |
| TROWEPR JPN MUTUAL FUND | Other securities | — | — | $213K | 0.7% | |
| FIDADV FREE 2035 INST MUTUAL FUND | Other securities | — | — | $144K | 0.5% | |
| TROWEPR FIN SVC MUTUAL FUND | Other securities | — | — | $144K | 0.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 5.25% - 10.50% | Bonds / Notes | — | — | $142K | 0.4% | |
| FIDADV FREE 2025 INST MUTUAL FUND | Other securities | — | — | $136K | 0.4% | |
| TROWEPR RTRMT 2025 MUTUAL FUND | Other securities | — | — | $132K | 0.4% | |
| TROWEPR RTRMT 2045 MUTUAL FUND | Other securities | — | — | $129K | 0.4% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | Other securities | — | — | $125K | 0.4% | |
| INVSCO GOLDSPECMNRLS Y MUTUAL FUND | Other securities | — | — | $124K | 0.4% | |
| FIDADV FREE 2020 INST MUTUAL FUND | Other securities | — | — | $115K | 0.4% | |
| NW INV DEST CNSRV R6 MUTUAL FUND | Other securities | — | — | $97K | 0.3% | |
| VNGRD TTL INTLSTKINDX ADML MUTUAL FUND | Other securities | — | — | $95K | 0.3% | |
| EMERALD BK FIN INST MUTUAL FUND | Other securities | — | — | $92K | 0.3% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | Other securities | — | — | $89K | 0.3% | |
| TROWEPR RTRMT 2055 MUTUAL FUND | Other securities | — | — | $79K | 0.2% | |
| TROWEPR RTRMT 2050 MUTUAL FUND | Other securities | — | — | $75K | 0.2% | |
| NEUBER REALEST INST MUTUAL FUND | Other securities | — | — | $61K | 0.2% | |
| DWS ENHCDCOMDTSTRAT INST MUTUAL FUND | Other securities | — | — | $55K | 0.2% | |
| TROWEPR RTRMT 2040 MUTUAL FUND | Other securities | — | — | $49K | 0.2% | |
| INVSCO BAL RSK ALLOC Y MUTUAL FUND | Other securities | — | — | $39K | 0.1% | |
| NW INV DEST MOD CNSRV R6 MUTUAL FUND | Other securities | — | — | $29K | <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 |
|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-3415651 | — | NONE | $0 | — |
| MORGAN STANLEY SMITH BARNEY LL | 26-3415651 | — | NONE | $0 | — |
| MORGAN STANLEY SMITH BARNEY LL | 26-3415651 | — | NONE | $0 | — |
