Ryan Loving signed AIV, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AIV, L.P.'s EIN is 76-0325317.
Download the official 2024 Form 5500 (PDF) for AIV, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AIV, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES INSURANCE GROUP INC | — | ST PETERSBURG, FL | ADVISOR | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $32.5M | 96.3% | |
| AMER TARGET 2045 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 11.2% | |
| FIDELITY BLUE CHIP GROWTH K6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 9.8% | |
| AMER TARGET 2030 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.0M | 9.0% | |
| VANGUARD VALUE INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 6.1% | |
| AMER TARGET 2040 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 6.1% | |
| AMER TARGET 2050 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 5.8% | |
| VANGUARD GROWTH INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.3% | |
| VANGUARD INFO TECH IDX ADMIRAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.3% | |
| DFA US LARGE COMPANY PRT INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| AMER TARGET 2035 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $984K | 2.9% | |
| AMER TARGET 2020 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $968K | 2.9% | |
| MADISON MID CAP FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $837K | 2.5% | |
| MFS NEW DISCOVERY VALUE R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $818K | 2.4% | |
| VANGUARD TTL STK MRKT INDX AD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $788K | 2.3% | |
| VANGUARD DEV MRKTS INDX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $780K | 2.3% | |
| AMER TARGET 2055 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $740K | 2.2% | |
| VOYA INTERMEDIATE BOND I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $708K | 2.1% | |
| AMER TARGET 2060 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $613K | 1.8% | |
| VANGUARD MID CAP INDEX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $590K | 1.8% | |
| VANGUARD SM CAP VAL IND (ADM) JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $532K | 1.6% | |
| GG METLIFE GAC 25554 CL J JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $493K | 1.5% | |
| VANGUARD L-T INVEST GRADE ADML JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $472K | 1.4% | |
| VANGUARD MID-CAP VAL INDEX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $401K | 1.2% | |
| MFS INTERNATIONAL EQUITY R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $399K | 1.2% | |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $278K | 0.8% | |
| FIDELITY ADV INTL GROWTH Z JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $246K | 0.7% | |
| VICTORY SYCA EST VALUE I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $197K | 0.6% | |
| JPMORGAN EMERGING MKTS EQTY R5 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $158K | 0.5% | |
| VANGUARD MIDCAP GRWTH IND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| COHEN & STEERS REAL EST SEC I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 0.4% | |
| VANGUARD SM CAP INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.3% | |
| PIMCO INCOME FUND INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 0.3% | |
| VANGUARD EQUITY INCOME FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 0.3% | |
| AMER TARGET 2025 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 0.3% | |
| AMER TARGET 2010 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $82K | 0.2% | |
| COLUMBIA SM CAP GR I INST 3 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 0.2% | |
| JPMORGAN US SMALL COMPANY R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.1% | |
| AMERICAN FUNDS 2065 TD RET R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | <0.1% | |
| LORD ABBETT HIGH YIELD CL R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| MERIDIAN CONTRARIAN INVESTOR C JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| AMER TARGET 2015 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PIMCO GOV MONEY MARKET ADMIN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401 (K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $14K | — |
