Kathleen Houchens signed Dweck Property Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dweck Property Management, LLC's EIN is 85-1940545.
Download the official 2024 Form 5500 (PDF) for Dweck Property Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dweck Property Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $9K | — |
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 Investments Fidelity Freedom 2040 Fund - Class K6 | Mutual Funds | — | — | $1.2M | 16.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund - Class K6 | Mutual Funds | — | — | $1.2M | 16.2% | |
| Fidelity Investments Fidelity Freedom 2050 Fund - Class K6 | Mutual Funds | — | — | $1.1M | 15.1% | |
| Fidelity Investments Fidelity Freedom 2025 Fund - Class K6 | Mutual Funds | — | — | $793K | 10.8% | |
| Fidelity Investments Fidelity Freedom 2035 Fund - Class K6 | Mutual Funds | — | — | $370K | 5.0% | |
| Fidelity Investments Fidelity Freedom 2020 Fund - Class K6 | Mutual Funds | — | — | $332K | 4.5% | |
| Fidelity Investments Fidelity Freedom 2060 Fund - Class K6 | Mutual Funds | — | — | $326K | 4.5% | |
| Fidelity Investments Fidelity Freedom 2045 Fund - Class K6 | Mutual Funds | — | — | $281K | 3.8% | |
| Participant loans Various maturity dates through October 2029 interest rates range from of 5.25% to 10.50% | Bonds / Notes | — | — | $207K | 2.8% | |
| JPMorgan Investments JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $127K | 1.7% | |
| Principal Investments Principal Real Estate Securities Fund R6 49 * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $89K | 1.2% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 850 * Fidelity Investments Fidelity Freedom 2065 Fund - Class K6 | Mutual Funds | — | — | $47K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2015 Fund - Class K6 | Mutual Funds | — | — | $33K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund 22 * Fidelity Investments Fidelity Freedom 2010 Fund - Class K6 | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Investments Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Investments Fidelity Global Ex U.S. Index Fund 22 * Fidelity Investments Fidelity Mid Cap Index Fund 23 * Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $15K | 0.2% | |
| Janus Henderson Investments Janus Henderson Enterprise Fund Class N 23 Allspring Investments Allspring Special Mid Cap Value Fund - Class R6 14 PIMCO Investments PIMCO RAE US Small Instl | Mutual Funds | — | — | $7K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPLANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
