Kevin P. Riley signed North American Properties LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Properties LLC's EIN is 85-4273442.
Download the official 2024 Form 5500 (PDF) for North American Properties LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Properties LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCF ADVISORS LLC | — | COVINGTON, KY | INVESTMENT ADVISOR | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.4M | 18.0% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $4.0M | 9.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.7M | 6.6% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $2.5M | 6.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $2.5M | 6.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $2.3M | 5.6% | |
| Vanguard Value Index - Admiral | Mutual Funds | — | — | $2.2M | 5.4% | |
| Fidelity International Index | Mutual Funds | — | — | $2.1M | 5.1% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $2.1M | 5.0% | |
| PGIM High-Yield R6 | Other securities | — | — | $1.6M | 3.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.5M | 3.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.4M | 3.4% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.3M | 3.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.3M | 3.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.1M | 2.7% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.1M | 2.6% | |
| Core Bond Plus Fund Fee Class R1 | Other securities | — | — | $737K | 1.8% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $667K | 1.6% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $421K | 1.0% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $347K | 0.8% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $263K | 0.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $161K | 0.4% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $75K | 0.2% | |
| Vanguard Inflation Proected Securities Admiral | Mutual Funds | — | — | $40K | <0.1% | |
| Participant loans | Participant loans | — | — | $25K | <0.1% | |
| DFA Commodity Strategy I | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG & CO LTD | — | CINCINNATI, OH | AUDITOR | $16K | — |
