Rachel LEAH signed Mapletree US Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mapletree US Management LLC's EIN is 81-4159504.
Download the official 2024 Form 5500 (PDF) for Mapletree US Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mapletree US Management LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $1.7M | 19.3% | |
| VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | — | $1.1M | 12.8% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $791K | 9.2% | |
| NYLI Winslow Lg Cap Gr I | Other securities | — | — | $732K | 8.5% | |
| MFS Lifetime 2050 R6 Fund | Mutual Funds | — | — | $715K | 8.3% | |
| MFS Lifetime 2060 R6 Fund | Mutual Funds | — | — | $674K | 7.8% | |
| MFS Lifetime 2065 R6 Fund | Mutual Funds | — | — | $518K | 6.0% | |
| MFS Lifetime 2055 R6 Fund | Mutual Funds | — | — | $385K | 4.5% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $382K | 4.4% | |
| MFS Lifetime 2025 R6 Fund | Mutual Funds | — | — | $215K | 2.5% | |
| MFS Lifetime Income R6 Fund | Mutual Funds | — | — | $194K | 2.3% | |
| AM FDS EUROPACIFIC GRTH R6 FD | Other securities | — | — | $182K | 2.1% | |
| JP MORGAN MID CAP EQ R6 FUND | Other securities | — | — | $179K | 2.1% | |
| HARBOR SMALL CAP GR INST FUND | Other securities | — | — | $158K | 1.8% | |
| GQG Ptrs Emg Mkts Eqty Inst | Other securities | — | — | $145K | 1.7% | |
| Invesco Stable Val Tr Cl III | Mutual Funds | — | — | $131K | 1.5% | |
| John Hancock Disc Vl R6 Fund | Other securities | — | — | $113K | 1.3% | |
| Amer Beacon Sm Cp Val Inv Fd | Other securities | — | — | $70K | 0.8% | |
| BNYM Natural Resources I Fund | Other securities | — | — | $66K | 0.8% | |
| BLACKROCK STRAT GBL BOND K FD | Other securities | — | — | $63K | 0.7% | |
| MFS Lifetime 2045 R6 Fund | Mutual Funds | — | — | $58K | 0.7% | |
| FIDELITY TOTAL BOND K6 FUND | Mutual Funds | — | — | $55K | 0.6% | |
| INVESCO STABLE VAL TR CL III INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $55K | 0.6% | |
| MFS Lifetime 2030 R6 Fund | Mutual Funds | — | — | $53K | 0.6% | |
| MFS Lifetime 2035 R6 Fund | Mutual Funds | — | — | $44K | 0.5% | |
| Fidelity Advisr Int Sm Cp I Fd | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | — | $27K | 0.3% | |
| DODGE & COX INTL STOCK I FUND | Mutual Funds | — | — | $17K | 0.2% | |
| MFS Lifetime 2040 R6 Fund | Mutual Funds | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH PIER FIDUCIARY MANAGEMENT | 26-3521867 | — | INVESTMENT ADVISORY | $25K | — |
