Carol Nguyen Steen signed Biltmore Farms, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Biltmore Farms, LLC's EIN is 56-1244909.
Download the official 2024 Form 5500 (PDF) for Biltmore Farms, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Biltmore Farms, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $1.3M | 14.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 11.4% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $917K | 10.3% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $746K | 8.4% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $718K | 8.0% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $682K | 7.6% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $595K | 6.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $508K | 5.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $374K | 4.2% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $324K | 3.6% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $305K | 3.4% | |
| Blackrock Total Return K | Other securities | — | — | $177K | 2.0% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $162K | 1.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $150K | 1.7% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $147K | 1.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $145K | 1.6% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $133K | 1.5% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $127K | 1.4% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $104K | 1.2% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $90K | 1.0% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $74K | 0.8% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $54K | 0.6% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $46K | 0.5% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $199 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
