Joe POPE signed Link Logistics Real Estate Holdco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Link Logistics Real Estate Holdco LLC's EIN is 83-1825705.
Download the official 2024 Form 5500 (PDF) for Link Logistics Real Estate Holdco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Link Logistics Real Estate Holdco LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $20.1M | 20.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $9.2M | 9.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $8.4M | 8.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $7.5M | 7.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.9M | 7.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $6.2M | 6.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $5.7M | 5.9% | |
| and Money Market Mutual Fund AllianceBernstein Alliance Bernstein Large Cap Growth Z | Mutual Funds | — | — | $5.6M | 5.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5.2M | 5.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.6M | 4.7% | |
| MFS Value R6 | Mutual Funds | — | — | $2.5M | 2.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $2.4M | 2.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $1.8M | 1.9% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.8M | 1.9% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.6M | 1.6% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.4M | 1.5% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $1.1M | 1.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $738K | 0.8% | |
| Vanguard Target Retirement 2070 ** 97 Vanguard Target Retirement Income | Mutual Funds | — | — | $582K | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $573K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $396K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $177K | 0.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $140K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
