Samantha Sullivan signed Article Student Living LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Article Student Living LLC's EIN is 93-4269993.
Download the official 2024 Form 5500 (PDF) for Article Student Living LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Article Student Living LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $23K | — |
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 Investments Fidelity Freedom Index 2060 Inv Fund | Mutual Funds | — | — | $2.8M | 16.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Inv Fund | Mutual Funds | — | — | $2.5M | 14.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Inv Fund | Mutual Funds | — | — | $2.3M | 13.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Inv Fund | Mutual Funds | — | — | $1.7M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Inv Fund | Mutual Funds | — | — | $1.6M | 9.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 6.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Inv Fund | Mutual Funds | — | — | $1.1M | 6.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $756K | 4.4% | |
| Undiscovered Managers UM Behavioral Value Fund R6 | Other securities | — | — | $494K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Inv Fund | Mutual Funds | — | — | $411K | 2.4% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market K6 | Mutual Funds | — | — | $409K | 2.4% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $386K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $318K | 1.8% | |
| MFS International Equity Index R6 | Common Collective Trusts | — | — | $284K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Inv Fund | Mutual Funds | — | — | $252K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Inv Fund | Mutual Funds | — | — | $141K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $129K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 Inv Fund | Mutual Funds | — | — | $127K | 0.7% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $102K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $75K | 0.4% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2070 Inv Fund | Mutual Funds | — | — | $22K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index Return Inv Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2010 Inv Fund | Mutual Funds | — | — | $7K | <0.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $186 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
