Weston Bell signed Entrata, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Entrata, Inc.'s EIN is 86-1072180.
Download the official 2024 Form 5500 (PDF) for Entrata, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Entrata, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $83K | — |
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 Management Trust Co. Fidelity 500 Index | Common Collective Trusts | — | — | $9.7M | 15.9% | |
| TRP RET BLEND 2050 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $9.6M | 15.7% | |
| TRP RET BLEND 2055 D T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $8.8M | 14.4% | |
| TRP RET BLEND 2045 D T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $8.1M | 13.2% | |
| TRP RET BLEND 2060 D T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $5.1M | 8.4% | |
| TRP RET BLEND 2040 D T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.1M | 6.8% | |
| TRP RET BLEND 2035 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.4% | |
| Black Rock Black Rock R1000 GR Index R | Other securities | — | — | $2.1M | 3.4% | |
| BLKRK R1000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $2.1M | 3.4% | |
| Hartford Schroders Intl SDR | Other securities | — | — | $1.5M | 2.5% | |
| TRP RET BLEND 2065 D T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| JP Morgan JPM Equity Income R6 | Other securities | — | — | $1.3M | 2.1% | |
| Fidelity Management Trust Co. Fidelity Sm Cap Idx | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| Participant notes receivable Interest Rate 3.25% - 8.50% | Bonds / Notes | — | — | $811K | 1.3% | |
| JP Morgan John Hancock Bond Fund R6 | Other securities | — | — | $810K | 1.3% | |
| The Standard Insurance Co. Standard Stable Asset 2 | Guaranteed Income / GIC | — | — | $773K | 1.3% | |
| TRP RET BLEND 2030 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $761K | 1.2% | |
| Fidelity Management Trust Co. Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $652K | 1.1% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $608K | 1.0% | |
| American Century American Century Mid Cap R6 | Mutual Funds | — | — | $385K | 0.6% | |
| TRP RET BLEND 2020 D T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $310K | 0.5% | |
| TRP RET BLEND 2025 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $284K | 0.5% | |
| PIMCO, LLC PIMCO Income Fund Inst | Mutual Funds | — | — | $188K | 0.3% | |
| Black Rock Black Rock R2000 GR Index R | Other securities | — | — | $146K | 0.2% | |
| BLKRK R2000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802395 / PN 006 | Common Collective Trust | — | — | $146K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Z | Other securities | — | — | $127K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced | Other securities | — | — | $98K | 0.2% | |
| JP Morgan JPM Small Cap Value R6 | Other securities | — | — | $84K | 0.1% | |
| MFS Series Trust V MFS Intl New Discovery R6 | Mutual Funds | — | — | $48K | <0.1% | |
| Money market funds * Fidelity Management Trust Co. Fidelity Government Mmkt K6 | Mutual Funds | — | — | $13K | <0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | 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.
