Nellcine Ford signed Firstkey Homes LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firstkey Homes LLC's EIN is 61-1766648.
Download the official 2024 Form 5500 (PDF) for Firstkey Homes LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstkey Homes LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
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 Total Market Index | Common Collective Trusts | — | — | $3.3M | 11.5% | |
| Vanguard TR RET 2045 | Mutual Funds | — | — | $3.0M | 10.5% | |
| Vanguard TR RET 2050 | Mutual Funds | — | — | $2.8M | 9.8% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $2.5M | 8.8% | |
| Vanguard TR RET 2035 | Mutual Funds | — | — | $2.2M | 7.7% | |
| Vanguard TR RET 2055 | Mutual Funds | — | — | $2.1M | 7.6% | |
| Vanguard TR RET 2040 | Mutual Funds | — | — | $2.0M | 7.2% | |
| Vanguard TR RET 2030 | Mutual Funds | — | — | $1.3M | 4.7% | |
| American Funds Washington Mutual Inv R6 | Mutual Funds | — | — | $1.2M | 4.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.1M | 3.8% | |
| Vanguard TR RET 2025 | Mutual Funds | — | — | $1.0M | 3.7% | |
| Participants Notes receivable with variable | Other securities | — | — | $859K | 3.0% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $812K | 2.9% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $588K | 2.1% | |
| Vanguard TR RET 2060 | Mutual Funds | — | — | $539K | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $427K | 1.5% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $427K | 1.5% | |
| John Hancock Disciplined Value Midcap I | Other securities | — | — | $427K | 1.5% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $397K | 1.4% | |
| Loomis Small Cap Growth R6 | Other securities | — | — | $320K | 1.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $267K | 0.9% | |
| Vanguard TR RET 2065 | Mutual Funds | — | — | $227K | 0.8% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $172K | 0.6% | |
| Vanguard INST TR Income | Mutual Funds | — | — | $126K | 0.4% | |
| Vanguard TR RET 2020 | Mutual Funds | — | — | $76K | 0.3% | |
| Vanguard TR RET 2070 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
