Agnija Keisa signed Ironstate Properties LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ironstate Properties LLC's EIN is 83-2939083.
Download the official 2022 Form 5500 (PDF) for Ironstate Properties LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ironstate Properties LLC's plan includes a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction.
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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement Blend 2030 R6 | Other securities | — | — | $3.1M | 12.0% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $2.7M | 10.7% | |
| JPMorgan Smart Retirement Blend 2040 R6 | Other securities | — | — | $2.5M | 9.6% | |
| Registered Investment Companies Alliance Bernstein AB Large Cap Growth Fund - Class Z | Other securities | — | — | $2.2M | 8.5% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $1.8M | 7.2% | |
| JPMorgan Smart Retirement Blend 2050 R6 | Other securities | — | — | $1.8M | 7.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 5.7% | |
| Columbia Small Cap Value Fund 2 Institutional 3 class | Other securities | — | — | $1.2M | 4.8% | |
| METLIFE STABLE VALUE J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| JPMorgan Smart Retirement Blend 2020 R6 | Other securities | — | — | $881K | 3.4% | |
| JPMorgan Smart Retirement Blend 2055 R6 | Other securities | — | — | $812K | 3.2% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 8.00% maturing through 2046 | Bonds / Notes | — | — | $748K | 2.9% | |
| JPMorgan Smart Retirement Blend Income R6 | Other securities | — | — | $637K | 2.5% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | — | $635K | 2.5% | |
| Victory Established Value R6 | Other securities | — | — | $537K | 2.1% | |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $526K | 2.1% | |
| JPMorgan Smart Retirement Blend 2045 R6 | Other securities | — | — | $357K | 1.4% | |
| Blackrock High Yield Bond K | Other securities | — | — | $344K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $329K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $309K | 1.2% | |
| Columbia Strategic Income Fund Institutional 3 class | Other securities | — | — | $300K | 1.2% | |
| JPMorgan Smart Retirement Blend 2025 R6 | Other securities | — | — | $234K | 0.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $223K | 0.9% | |
| JPMorgan Smart Retirement Blend 2035 R6 | Other securities | — | — | $211K | 0.8% | |
| Alliance Bernstein AB Small Cap Growth Fund - Class Z | Other securities | — | — | $203K | 0.8% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $129K | 0.5% | |
| Fidelity U.S Bond Index Fund | Common Collective Trusts | — | — | $70K | 0.3% | |
| Blackrock Strategic Global Bond Fund, Inc. Class K | Common Stocks | — | — | $59K | 0.2% | |
| PGIM Total Return Bond Fund - R6 | Other securities | — | — | $55K | 0.2% | |
| Calvert US Calvert US Large Cap Core Responsible Index Fund Class R6 | Common Collective Trusts | — | — | $19K | <0.1% | |
| JPMorgan Smart Retirement Blend 2060 R6 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
