Anneliesse Cooper signed Atrium Hospitality LP's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atrium Hospitality LP's EIN is 61-1756067.
Download the official 2025 Form 5500 (PDF) for Atrium Hospitality LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Atrium Hospitality LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | RECORDKEEPER | $303K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| Alger Capital Appreciation Fund - Class A 265,809.9367 units | Other securities | — | $266K | $8.8M | 9.8% | |
| Franklin Templeton Investments Western Asset Core Bond I 617,595.4307 units | Mutual Funds | — | $618K | $8.4M | 9.4% | |
| Hartford Funds Hartford Dividend & Growth Fund R6 287,434.6137 units | Other securities | — | $287K | $8.1M | 9.1% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $724K | $7.2M | 8.1% | |
| JPMorgan SmartRetirement 2035 Fund - Class A 228,049.7550 units | Other securities | — | $228K | $4.9M | 5.5% | |
| Columbia Small Cap Index Fund - Class A 164,938.2214 units | Common Collective Trusts | — | $165K | $4.1M | 4.6% | |
| JPMorgan SmartRetirement 2030 Fund - Class A 198,105.4922 units | Other securities | — | $198K | $4.1M | 4.6% | |
| BlackRock iShares Russell Mid-Cap Index K 300,526.6754 units | Other securities | — | $301K | $3.8M | 4.3% | |
| Janus Henderson Janus Henderson Triton Fund - Class A 102,610.8126 units | Mutual Funds | — | $103K | $3.8M | 4.3% | |
| JPMorgan SmartRetirement 2025 Fund - Class A 193,693.3293 units | Other securities | — | $194K | $3.7M | 4.2% | |
| JPMorgan SmartRetirement 2040 Fund - Class A 147,641.7002 units | Other securities | — | $148K | $3.4M | 3.9% | |
| BlackRock iShares S&P 500 Index Fund - Institutional Class 7,308.9549 units | Common Collective Trusts | — | $7K | $3.2M | 3.6% | |
| JPMorgan SmartRetirement 2045 Fund - Class A 131,378.9414 units | Other securities | — | $131K | $3.0M | 3.4% | |
| MFS International Growth Fund - Class R6 69,872.2224 units | Mutual Funds | — | $70K | $3.0M | 3.3% | |
| BlackRock High Yield Bond Portfolio - Investor A Class 317,497.4390 units | Other securities | — | $317K | $2.5M | 2.8% | |
| JPMorgan SmartRetirement 2020 Fund - Class A 133,277.3199 units | Other securities | — | $133K | $2.5M | 2.7% | |
| Natixis Funds Loomis Sayles Strategic Income Fund - Class A 160,320.2212 units | Other securities | — | $160K | $2.2M | 2.5% | |
| MFS Research International Fund - Class A 99,552.7556 units | Mutual Funds | — | $100K | $2.2M | 2.5% | |
| Victory Capital Victory International Small Cap I 110,253.7646 units | Other securities | — | $110K | $1.8M | 2.0% | |
| BlackRock Global Allocation Fund, Inc. - Investor A Class 83,034.5307 units | Common Stocks | — | $83K | $1.8M | 2.0% | |
| JPMorgan SmartRetirement 2055 Fund - Class A 65,493.8296 units | Other securities | — | $65K | $1.7M | 1.9% | |
| JPMorgan SmartRetirement 2050 Fund - Class A 68,570.3764 units | Other securities | — | $69K | $1.6M | 1.8% | |
| JPMorgan SmartRetirement Income Fund - Class A 59,202.9978 units | Other securities | — | $59K | $1.0M | 1.2% | |
| Columbia Contrarian Core Fund - Class A 11,472.8890 units | Other securities | — | $11K | $347K | 0.4% | |
| MFS International Diversification Fund - Class R6 6,247.5383 units | Mutual Funds | — | $6K | $149K | 0.2% | |
| FEDERATED CAPITAL PRESERV -ISP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
