Bhairav Patel signed Centerspace, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerspace, LP's EIN is 91-1764859.
Download the official 2024 Form 5500 (PDF) for Centerspace, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerspace, LP'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 | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $4.7M | 17.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.8M | 14.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.2M | 8.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $2.2M | 8.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.0M | 7.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.9M | 7.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.4M | 5.1% | |
| MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.2% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | Other securities | — | — | $673K | 2.5% | |
| MFS Value R6 Mutual Fund | Mutual Funds | — | — | $604K | 2.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $547K | 2.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $502K | 1.9% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $476K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $386K | 1.5% | |
| JP Morgan Emerging Markets Equity R6 Mutual Fund | Other securities | — | — | $329K | 1.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $321K | 1.2% | |
| Notes Receivable from Participants (53 loans outstanding with interest rates of 4.25% to 9.50% with maturities through 2029) | Bonds / Notes | — | — | $274K | 1.0% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $264K | 1.0% | |
| Hartford International Opportunities R6 Mutual Fund | Other securities | — | — | $254K | 1.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $243K | 0.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $234K | 0.9% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $202K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $152K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $113K | 0.4% | |
| PIMCO Int Bond (USD-Hedged) Instl Mutual Fund | U.S. Treasuries | — | — | $72K | 0.3% | |
| Fidelity Small Cap Growth K6 Mutual Fund | Mutual Funds | — | — | $57K | 0.2% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
