Stephanie Joyner signed Fogelman Properties' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fogelman Properties' EIN is 62-1773993.
Download the official 2024 Form 5500 (PDF) for Fogelman Properties from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fogelman Properties' 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $42K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-Cref Lifecycle Index 2030 Inst | Mutual Funds | — | — | $2.3M | 10.2% | |
| TIAA-Cref Lifecycle Index 2035 Inst | Mutual Funds | — | — | $2.3M | 9.9% | |
| TIAA-Cref Lifecycle Index 2050 Inst | Mutual Funds | — | — | $2.2M | 9.8% | |
| TIAA-Cref Lifecycle Index 2045 Inst | Mutual Funds | — | — | $1.8M | 7.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.5M | 6.6% | |
| TIAA-Cref Large Cap Gr Index Instl | Mutual Funds | — | — | $1.4M | 6.3% | |
| Vanguard Cash Reserves Federal Money Market Adm | Mutual Funds | — | — | $1.4M | 6.2% | |
| TIAA-Cref Lifecycle Index 2040 Inst | Mutual Funds | — | — | $1.4M | 6.2% | |
| Vanguard Prime Money Mkt Admiral | Mutual Funds | — | — | $1.4M | 6.1% | |
| Schwab Fundamental U.S. Large Company Index | Mutual Funds | — | — | $1.4M | 6.0% | |
| TIAA-Cref Lifecycle Index 2025 Inst | Mutual Funds | — | — | $1.1M | 4.7% | |
| TIAA-Cref Lifecycle Index 2055 Inst | Mutual Funds | — | — | $787K | 3.4% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond N | Other securities | — | — | $715K | 3.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $599K | 2.6% | |
| MID CAP GROWTH II CLASS R1 WILMINGTON TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $555K | 2.4% | |
| Dimensional DFA US Vector Equity I | Mutual Funds | — | — | $551K | 2.4% | |
| Prudential PGIM High-Yield R6 | Other securities | — | — | $543K | 2.4% | |
| Pimco StksPls Intl (USD- Hedged) l | Mutual Funds | — | — | $438K | 1.9% | |
| TIAA-Cref Lifecycle Index 2060 Inst | Mutual Funds | — | — | $413K | 1.8% | |
| Participants Loans Interest rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $397K | 1.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $395K | 1.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $378K | 1.6% | |
| TIAA-Cref Lifecycle Index 2015 Inst | Mutual Funds | — | — | $201K | 0.9% | |
| Fidelity Puritan K6 | Mutual Funds | — | — | $124K | 0.5% | |
| TIAA-Cref Lifecycle Index 2020 Inst | Mutual Funds | — | — | $99K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $72K | 0.3% | |
| PIMCO Intl Bond (USD-Hdg) Instl | Mutual Funds | — | — | $67K | 0.3% | |
| TIAA-Cref Lifecycle Index 2065 Inst | Mutual Funds | — | — | $66K | 0.3% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $29K | 0.1% | |
| Dimensional DFA Investment Grade I | Mutual Funds | — | — | $28K | 0.1% | |
| Cash * Transamercia Trust Company Cash Reserve Account | Cash / Money Market | — | — | $12K | <0.1% | |
| INVESCO STABLE VAL TRUST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 377 | Pooled Separate Account | — | — | $0 | <0.1% |
