Jeremy BEER signed CPG Property Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPG Property Services LLC's EIN is 92-1202146.
Download the official 2024 Form 5500 (PDF) for CPG Property Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPG Property Services LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS INC | 52-1396995 | — | ADVISOR | $37K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2035 R6 | Other securities | — | — | $3.6M | 23.1% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $2.1M | 13.5% | |
| AF TRGT DATE 2040 R6 | Other securities | — | — | $1.5M | 10.0% | |
| AF TRGT DATE 2045 R6 | Other securities | — | — | $1.5M | 10.0% | |
| AF TRGT DATE 2025 R6 | Other securities | — | — | $938K | 6.1% | |
| AF TRGT DATE 2030 R6 | Other securities | — | — | $917K | 5.9% | |
| AF TRGT DATE 2050 R6 | Other securities | — | — | $593K | 3.8% | |
| AF TRGT DATE 2055 R6 | Other securities | — | — | $579K | 3.8% | |
| FID BROKERAGELINK | Mutual Funds | — | — | $493K | 3.2% | |
| JPM MID CAP GRTH R6 | Other securities | — | — | $375K | 2.4% | |
| AF EUROPAC GROWTH R6 | Other securities | — | — | $337K | 2.2% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $337K | 2.2% | |
| AF TRGT DATE 2060 R6 | Other securities | — | — | $296K | 1.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $286K | 1.9% | |
| AF AMER MUTUAL R6 | Other securities | — | — | $273K | 1.8% | |
| AF NEW WORLD R6 | Other securities | — | — | $175K | 1.1% | |
| FID TOTAL BOND K6 | Mutual Funds | — | — | $162K | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $156K | 1.0% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $139K | 0.9% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $137K | 0.9% | |
| Participant loans | Participant loans | — | — | $109K | 0.7% | |
| AF TRGT DATE 2065 R6 | Other securities | — | — | $106K | 0.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $91K | 0.6% | |
| AF TRGT DATE 2020 R6 | Other securities | — | — | $77K | 0.5% | |
| FKLN SM CAP VALUE R6 | Other securities | — | — | $48K | 0.3% | |
| AM CENT MD CP VAL R6 | Other securities | — | — | $29K | 0.2% | |
| J H TRITON N | Other securities | — | — | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | INSURANCE AGENT/BROK | $10K | — |
