Robert Butler signed The Biltmore Hotel Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Biltmore Hotel Limited Partnership's EIN is 65-0350171.
Download the official 2024 Form 5500 (PDF) for The Biltmore Hotel Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Biltmore Hotel Limited Partnership'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.9M | 80.1% | |
| American United Life Insurance Company Tiaa-Cref Lgcapgrth Indx Instl | Mutual Funds | — | — | $3.1M | 16.7% | |
| American United Life Insurance Company AUL Fixed Fund | Common Stocks | — | — | $2.9M | 15.7% | |
| American United Life Insurance Company Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 10.5% | |
| American United Life Insurance Company Troweprice Grth Stock I | Common Stocks | — | — | $1.7M | 8.9% | |
| American United Life Insurance Company Amerfds American Balanced R6 | Common Stocks | — | — | $1.0M | 5.5% | |
| American United Life Insurance Company Troweprice Ret 2035 I | Common Stocks | — | — | $698K | 3.8% | |
| American United Life Insurance Company Troweprice Ret 2040 I | Common Stocks | — | — | $565K | 3.0% | |
| American United Life Insurance Company Victory Triv Int Sm-Cp R6 | Common Stocks | — | — | $537K | 2.9% | |
| American United Life Insurance Company Amerfds Europac Grth R6 | Common Stocks | — | — | $486K | 2.6% | |
| American United Life Insurance Company AB Small Cap Growth Z | Common Stocks | — | — | $469K | 2.5% | |
| American United Life Insurance Company Troweprice Ret 2030 I | Common Stocks | — | — | $454K | 2.4% | |
| American United Life Insurance Company Troweprice Ret 2045 I | Common Stocks | — | — | $435K | 2.3% | |
| American United Life Insurance Company AUL Stable Value | Stable Value | — | — | $426K | 2.3% | |
| American United Life Insurance Company Troweprice Ret 2050 I | Common Stocks | — | — | $407K | 2.2% | |
| American United Life Insurance Company Amercent Strat Alloc Mod R6 | Common Stocks | — | — | $383K | 2.1% | |
| Plan participants Notes receivable from participants (Interest at 6%, maturing through March 2052) -0- | Bonds / Notes | — | — | $357K | 1.9% | |
| American United Life Insurance Company Troweprice Ret 2025 I | Common Stocks | — | — | $309K | 1.7% | |
| American United Life Insurance Company MFS Val R6 | Mutual Funds | — | — | $307K | 1.7% | |
| American United Life Insurance Company Pioneer Eqty Inc K | Common Stocks | — | — | $303K | 1.6% | |
| American United Life Insurance Company Pgim High-Yield R6 | Common Stocks | — | — | $294K | 1.6% | |
| American United Life Insurance Company Fidelity Midcap Idx | Common Collective Trusts | — | — | $258K | 1.4% | |
| American United Life Insurance Company Pioneer Bond K | Common Stocks | — | — | $226K | 1.2% | |
| American United Life Insurance Company Amercent Strat Alloc Agrsv R6 | Common Stocks | — | — | $175K | 0.9% | |
| American United Life Insurance Company Troweprice Ret 2055 I | Common Stocks | — | — | $160K | 0.9% | |
| American United Life Insurance Company Amerfds Cap World Grth&Inc R6 | Common Stocks | — | — | $143K | 0.8% | |
| American United Life Insurance Company Amercent Strat Alloc Consv R6 | Common Stocks | — | — | $112K | 0.6% | |
| American United Life Insurance Company Troweprice Ret 2060 I | Common Stocks | — | — | $71K | 0.4% | |
| American United Life Insurance Company Amercent Emerging Mkts R6 | Common Stocks | — | — | $68K | 0.4% | |
| American United Life Insurance Company Fidelity SM Cap Index | Mutual Funds | — | — | $61K | 0.3% | |
| American United Life Insurance Company Troweprice Ret 2015 I ** 678 * American United Life Insurance Company Troweprice Ret 2020 I | Common Stocks | — | — | $51K | 0.3% | |
| American United Life Insurance Company MFS Mid Cap Value R6 | Mutual Funds | — | — | $49K | 0.3% | |
| American United Life Insurance Company Ishares Msci Eafe Intl Idx K | Common Collective Trusts | — | — | $44K | 0.2% | |
| American United Life Insurance Company DFA US Small Cap Value I | Mutual Funds | — | — | $41K | 0.2% | |
| American United Life Insurance Company MFS Mid Cap Growth R6 | Mutual Funds | — | — | $18K | <0.1% | |
| American United Life Insurance Company Troweprice Ret 2010 I | Common Stocks | — | — | $12K | <0.1% | |
| American United Life Insurance Company Troweprice Ret Balanced I | Common Stocks | — | — | $4K | <0.1% | |
| American United Life Insurance Company Troweprice Ret 2065 I | Common Stocks | — | — | $4K | <0.1% | |
| American United Life Insurance Company Troweprice Ret 2005 I | Common Stocks | — | — | $2K | <0.1% | |
| American United Life Insurance Company Goldman Sachs Money Market Government R 6 | Cash / Money Market | — | — | $1K | <0.1% |
