Elizabeth Harmon signed Apartment Income REIT LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apartment Income REIT LLC's EIN is 84-1299717.
Download the official 2024 Form 5500 (PDF) for Apartment Income REIT LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apartment Income REIT LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING | 84-0854432 | — | INVESTMENT ADVISOR | $25K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund 830,956 shares | Mutual Funds | — | — | $25.3M | 22.2% | |
| Fidelity 500 Index Fund 95,544 shares | Common Collective Trusts | — | — | $19.5M | 17.1% | |
| Fidelity Freedom 2030 Fund 513,052 shares | Mutual Funds | — | — | $9.0M | 7.9% | |
| Fidelity Freedom 2040 Fund 747,904 shares | Mutual Funds | — | — | $8.6M | 7.6% | |
| Fidelity Freedom 2050 Fund 613,893 shares | Mutual Funds | — | — | $8.4M | 7.3% | |
| Dodge and Cox Fund 21,358 shares | Mutual Funds | — | — | $5.5M | 4.8% | |
| Vanguard Explorer Fund 47,612 shares | Mutual Funds | — | — | $5.1M | 4.5% | |
| Vanguard Treasury Money Market 3,349,607 shares | Mutual Funds | — | — | $3.3M | 2.9% | |
| Fidelity Low-Priced Stock Fund 191,451 shares | Mutual Funds | — | — | $2.8M | 2.5% | |
| Fidelity Managed Income Portfolio Fund 2,584,487 shares | Mutual Funds | — | — | $2.6M | 2.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.6M | 2.3% | |
| American Funds EuroPacific Growth Fund 47,563 shares | Mutual Funds | — | — | $2.6M | 2.2% | |
| Fidelity Freedom 2060 Fund 163,004 shares | Mutual Funds | — | — | $2.4M | 2.1% | |
| Fidelity Total International Index Fund 161,295 shares | Common Collective Trusts | — | — | $2.2M | 1.9% | |
| Fidelity Freedom 2020 Fund 142,406 shares | Mutual Funds | — | — | $2.0M | 1.8% | |
| MetWest Total Return Bond Fund 244,395 shares | Other securities | — | — | $2.0M | 1.8% | |
| Fidelity Freedom 2045 Fund 126,624 shares | Mutual Funds | — | — | $1.7M | 1.5% | |
| American Beacon Small Cap Value Fund 56,115 shares | Other securities | — | — | $1.4M | 1.2% | |
| Fidelity Freedom 2035 Fund 83,374 shares | Mutual Funds | — | — | $1.3M | 1.1% | |
| Fidelity Real Estate Fund 30,429 shares | Mutual Funds | — | — | $1.2M | 1.0% | |
| maturities through 2035 | Other securities | — | — | $1.1M | 1.0% | |
| Fidelity U.S. Bond Index Fund 96,751 shares | Common Collective Trusts | — | — | $989K | 0.9% | |
| Pacific Investment Management Company Real Return Fund 93,339 shares | Common Stocks | — | — | $931K | 0.8% | |
| Fidelity Freedom 2055 Fund 48,312 shares | Mutual Funds | — | — | $762K | 0.7% | |
| Fidelity Extended Market Index Fund 7,052 shares | Common Collective Trusts | — | — | $641K | 0.6% | |
| Fidelity Freedom 2025 Fund 46,444 shares | Mutual Funds | — | — | $630K | 0.6% | |
| Fidelity Freedom 2010 Fund 44,938 shares | Mutual Funds | — | — | $621K | 0.5% | |
| H&W High Yield Fund 45,189 shares | Other securities | — | — | $478K | 0.4% | |
| Fidelity Freedom 2065 Fund 25,651 shares | Mutual Funds | — | — | $340K | 0.3% | |
| Fidelity Freedom Income Fund 24,143 shares | Mutual Funds | — | — | $254K | 0.2% | |
| Vanguard Total International Bond Index Fund 12,508 shares | Common Collective Trusts | — | — | $246K | 0.2% | |
| Fidelity Freedom 2015 Fund 5,088 shares | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
| CUSTOMIZED HR SOLUTIONS, LLC | 46-2183610 | — | INVESTMENT ADVISOR | $15K | — |
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT ADVISOR | $11K | — |
