Hanna Bradley signed Campbell Property Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Campbell Property Management's EIN is 59-6058179.
Download the official 2024 Form 5500 (PDF) for Campbell Property Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Campbell Property Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.5M | 91.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 39.8% | |
| Vanguard Dev Mkts Index Fd Adm | Mutual Funds | — | — | $904K | 12.6% | |
| JPMorgan LargeCap Growth Fund R6 | Other securities | — | — | $632K | 8.8% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $632K | 8.8% | |
| Voya Financial Voya Fixed Account (4450) | Other securities | — | — | $517K | 7.2% | |
| Victory Capital Victory Core Plus Inter Bond Fund R6 | Other securities | — | — | $481K | 6.7% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $338K | 4.7% | |
| Wilmington Trust MyCompass Index Agg 2045 Fund R | Other securities | — | — | $297K | 4.1% | |
| Wilmington Trust MyCompass Index Agg Ret Fund R | Other securities | — | — | $243K | 3.4% | |
| MyCompass Ind Agg 2035 Fd R Common Collective Trust | Common Collective Trusts | — | — | $181K | 2.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $52 LOAN FUND Participant Loans - Rates 9.00% to 9.50% | Bonds / Notes | — | — | $107K | 1.5% | |
| Secured by participant accounts through * Notes receivable from participants June 2029, interest 4.25%-9.50% | Bonds / Notes | — | — | $107K | 1.5% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $91K | 1.3% | |
| Wilmington Trust MyCompass Index Agg 2065 Fund R | Other securities | — | — | $72K | 1.0% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $72K | 1.0% | |
| Wilmington Trust MyCompass Index Agg 2055 Fund R | Other securities | — | — | $65K | 0.9% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $58K | 0.8% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $54K | 0.8% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $41K | 0.6% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $41K | 0.6% | |
| Vanguard LifeStrategy Growth Fund Inv | Mutual Funds | — | — | $41K | 0.6% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | Common Stocks | — | — | $24K | 0.3% | |
| Vanguard LifeStrategy Cons Gr Fund Inv | Mutual Funds | — | — | $24K | 0.3% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $23K | 0.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $15K | 0.2% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $15K | 0.2% | |
| JPMorgan U.S. Res Enhance Eq R6 | Other securities | — | — | $9K | 0.1% | |
| Neuberg Berman Neuberg Berman MidCap Growth Fund R | Other securities | — | — | $9K | 0.1% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $9K | 0.1% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $7K | <0.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $7K | <0.1% | |
| Wilmington Trust MyCompass Index Cons 2045 Fund R 802 Wilmington Trust MyCompass Index Cons 2055 Fund R 435 Wilmington Trust MyCompass Index Cons Ret Fund R | Other securities | — | — | $6K | <0.1% | |
| DFA Inflation-Protected Sec Port Ins | Mutual Funds | — | — | $3K | <0.1% | |
| Plan Number: 001 December 31, 2024 (continued from previous page) Wilmington Trust MyCompass Ind Mod 2025 Fund R - Wilmington Trust MyCompass Ind Mod 2055 Fund R 710 Wilmington Trust MyCompass Ind Mod Ret Fund R | Other securities | — | — | $3K | <0.1% | |
| Victory Capital Victory Integrity MidCap Value Fund R6 | Common Stocks | — | — | $2K | <0.1% | |
| PGIM Global Total Return Fund R6 | Other securities | — | — | $2K | <0.1% | |
| Wilmington Trust MyCompass Index Cons 2025 Fund R - Wilmington Trust MyCompass Index Cons 2035 Fund R | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Inc Fund Inv 345 Vanguard LifeStrategy Md Growth Fund Inv | Mutual Funds | — | — | $1K | <0.1% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company $345 Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
