Maybourne Beverly Hills Operator LLC's EIN is 84-5001293.
Download the official 2024 Form 5500 (PDF) for Maybourne Beverly Hills Operator LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maybourne Beverly Hills Operator 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANNEL WEALTH LLC | 84-2475389 | — | INVESTMENT/FI NANCIAL ADV | $20K | — |
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 Freedom Index 2040 Fund | Mutual Funds | — | — | $943K | 11.6% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $909K | 11.2% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $793K | 9.8% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $751K | 9.3% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $708K | 8.7% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $676K | 8.3% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $488K | 6.0% | |
| Notes receivable from participants 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $363K | 4.5% | |
| BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $207K | 2.6% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $167K | 2.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $141K | 1.7% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $135K | 1.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $108K | 1.3% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $95K | 1.2% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $90K | 1.1% | |
| BLACKROCK RUSSELL 2000 INDEX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $89K | 1.1% | |
| PIMCO Stocksplus International Fund | Mutual Funds | — | — | $89K | 1.1% | |
| BLACKROCK MID CAP EQ INDEX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $84K | 1.0% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $75K | 0.9% | |
| American Century Investments AMC Small Cap Growth R6 | Other securities | — | — | $70K | 0.9% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $58K | 0.7% | |
| Amundi US Pioneer Equity Income | Other securities | — | — | $54K | 0.7% | |
| PIMCO Diversified Income | Mutual Funds | — | — | $33K | 0.4% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $25K | 0.3% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
