Angela Cooper signed Silverstein Properties, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silverstein Properties, LLC's EIN is 87-3871829.
Download the official 2024 Form 5500 (PDF) for Silverstein Properties, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silverstein 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $10.9M | 15.3% | |
| JPM LRG CP GWTH R3 | Registered Investment Companies | — | — | $9.6M | 13.4% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $5.3M | 7.5% | |
| COLUMBIA SELIGMAN GLBL TECH A | Registered Investment Companies | — | — | $5.2M | 7.3% | |
| EATON VANCE DIVIDEND BLDR - A | Registered Investment Companies | — | — | $4.4M | 6.1% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $3.9M | 5.4% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $3.4M | 4.7% | |
| MFS MASS INV GROWTH STOCK - A | Registered Investment Companies | — | — | $3.4M | 4.7% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $2.7M | 3.8% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $2.0M | 2.8% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $1.7M | 2.3% | |
| FRANKLIN MUT GLB DISC - A | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| JHN DISCIPLINED VAL MID CAP A | Registered Investment Companies | — | — | $1.1M | 1.5% | |
| JPM GVNMT BD FD R3 | Registered Investment Companies | — | — | $1.0M | 1.4% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $980K | 1.4% | |
| MACQUARIE HIGH INCOME Y | Registered Investment Companies | — | — | $949K | 1.3% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $941K | 1.3% | |
| AMERCENT ONE CHOICE 2060 A | Registered Investment Companies | — | — | $929K | 1.3% | |
| OAKMARK EQUITY AND INCOME INV | Registered Investment Companies | — | — | $821K | 1.1% | |
| PRINCIPAL MIDCAP A | Registered Investment Companies | — | — | $772K | 1.1% | |
| VIRTUS REAL ESTATE SEC - A | Registered Investment Companies | — | — | $718K | 1.0% | |
| JANUS HENDERSON FLEX BOND A | Registered Investment Companies | — | — | $696K | 1.0% | |
| VICTORY INTL SMALL CAP A | Registered Investment Companies | — | — | $642K | 0.9% | |
| COLUMBIA U.S. TREASURY INDEX I | Registered Investment Companies | — | — | $634K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $444K | 0.6% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $424K | 0.6% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $404K | 0.6% | |
| VOYA MID CAP RSCH ENHD INDEX I | Registered Investment Companies | — | — | $206K | 0.3% | |
| MFS INTL DIVERSIFICATION A | Registered Investment Companies | — | — | $201K | 0.3% | |
| INVESCO EQV ASIA PACIFIC EQ A | Registered Investment Companies | — | — | $114K | 0.2% | |
| ABRDN CHINA A SHARE EQ A | Registered Investment Companies | — | — | $73K | 0.1% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $68K | <0.1% | |
| CALAMOS INTERNL GROWTH FD - A | Registered Investment Companies | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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