Andrea Fillipovich signed Bowery Real Estate Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bowery Real Estate Systems, Inc.'s EIN is 81-3694205.
Download the official 2024 Form 5500 (PDF) for Bowery Real Estate Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bowery Real Estate Systems, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2055 R6 | Mutual Funds | — | — | $1.4M | 21.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 20.3% | |
| American Funds American Funds Target Date 2060 R6 | Mutual Funds | — | — | $798K | 12.4% | |
| American Funds American Funds Target Date 2040 R6 | Mutual Funds | — | — | $501K | 7.8% | |
| Fidelity Managed Income Portfolio Class II | Mutual Funds | — | — | $372K | 5.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $372K | 5.8% | |
| American Funds American Funds Target Date 2050 R6 | Mutual Funds | — | — | $353K | 5.5% | |
| American Funds American Funds Taregt Date 2065 R6 | Mutual Funds | — | — | $336K | 5.2% | |
| American Funds American Funds Target Date 2045 R6 | Mutual Funds | — | — | $274K | 4.3% | |
| R6 Pioneer Fundamental Growth Y | Other securities | — | — | $229K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $199K | 3.1% | |
| American Funds American Funds Target Date 2030 R6 | Mutual Funds | — | — | $144K | 2.2% | |
| BNY Mellon International Stock Fund I | Other securities | — | — | $104K | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $89K | 1.4% | |
| American Funds American Funds Target Date 2035 R6 | Mutual Funds | — | — | $76K | 1.2% | |
| American Funds American Funds Target Date 2025 R6 | Mutual Funds | — | — | $46K | 0.7% | |
| Undiscovered Managers Behavioural Value R6 | Other securities | — | — | $43K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $25K | 0.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fun | Other securities | — | — | $21K | 0.3% | |
| BlackRock High Yield Bond Institutional | Other securities | — | — | $16K | 0.2% | |
| GQG Partners Emerging Markets Equity Fund | Other securities | — | — | $15K | 0.2% | |
| BlackRock Inflation Protected Bond Portfolio K | Other securities | — | — | $15K | 0.2% | |
| Dodge & Cox Stock I | Mutual Funds | — | — | $5K | <0.1% | |
| Alliancebernstein Small Cap Growth Z | Other securities | — | — | $3K | <0.1% | |
| Franklin Small-Mid Cap Growth R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
