Sharon Drummond signed Entertainment Properties Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Entertainment Properties Group, Inc.'s EIN is 90-1035810.
Download the official 2024 Form 5500 (PDF) for Entertainment Properties Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Entertainment Properties Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 14.6% | |
| Fidelity Investments Participant-Directed Brokerage Accounts Common Stock | Self-Directed Brokerage | — | — | $920K | 13.1% | |
| GG TRP RD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $745K | 10.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $717K | 10.2% | |
| GG TRP RD 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $502K | 7.1% | |
| GG TRP RD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $414K | 5.9% | |
| Great Gray Trust Company, LLC Large Cap Value Fund Fee Class R1 | Common Stocks | — | — | $304K | 4.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $304K | 4.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $287K | 4.1% | |
| GG TRP RD 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $278K | 4.0% | |
| GG SM CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $224K | 3.2% | |
| GG TRP RD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $207K | 2.9% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $190K | 2.7% | |
| GG TRP RD 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $178K | 2.5% | |
| GG TRP RD 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $176K | 2.5% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $176K | 2.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $152K | 2.2% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $117K | 1.7% | |
| PGIM Investments High Yield Fund- Class R6 | Other securities | — | — | $83K | 1.2% | |
| Great Gray Trust Company, LLC International Stock Fund Class R1 | Common Stocks | — | — | $69K | 1.0% | |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $69K | 1.0% | |
| GG TRP RD 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $50K | 0.7% | |
| GG TRP RD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $41K | 0.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $37K | 0.5% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $24K | 0.3% | |
| Fidelity Investments Self-Directed Brokerage (Fidelity Fund) | Self-Directed Brokerage | — | — | $23K | 0.3% | |
| Thornburg Developing World Fund Class R6 | Other securities | — | — | $23K | 0.3% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity Investments Government Money Market Fund Premium | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity Investments Self-Directed Brokerage (Mutual Fund Units) | Self-Directed Brokerage | — | — | $13K | 0.2% | |
| GG TRP RD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $8K | 0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Self-Directed Brokerage (Interest Bearing Cash) | Self-Directed Brokerage | — | — | $5K | <0.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3K | <0.1% | |
| Trust Company, as permitted by 29 CFR 2520.103-5(c) of the Department of Labors' Rules | Common Stocks | — | — | $3K | <0.1% | |
| GG TRP RD 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
