Back to filter
Original filing (PDF)20251015143439NAL0005147105001
ARTICLE STUDENT LIVING LLC
Form 5500
FILING_RECEIVED
ARTICLE STUDENT LIVING 401(K) PLAN
401(k) retirement plan
Active participants
743
Accounts w/ balance
1,321
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTICLE STUDENT LIVING LLC.
Plan sponsor
Name
ARTICLE STUDENT LIVING LLC
EIN
93-4269993
Address
311 N. GREEN ST. · SUITE 850 · CHICAGO, IL · 60607
Phone
(708) 887-9681
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN (CLA)
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $23K | — |
Investments
24 direct securities · 4 pooled funds· $17.2M(100% of reported assets)
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.
Uncategorized
$16.1M
24 holdings
Common Collective Trust
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2060 Inv Fund | — | — | — | $2.8M | 16.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Inv Fund | — | — | — | $2.5M | 14.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Inv Fund | — | — | — | $2.3M | 13.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Inv Fund | — | — | — | $1.7M | 10.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Inv Fund | — | — | — | $1.6M | 9.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.2M | 6.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Inv Fund | — | — | — | $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 | — | — | — | $494K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Inv Fund | — | — | — | $411K | 2.4% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market K6 | — | — | — | $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 | — | — | — | $318K | 1.8% | |
| MFS International Equity Index R6 | — | — | — | $284K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Inv Fund | — | — | — | $252K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Inv Fund | — | — | — | $141K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $129K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 Inv Fund | — | — | — | $127K | 0.7% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $102K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $75K | 0.4% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Mutual Funds PIMCO Investment PIMCO Investment Grade Credit Bond Instl | — | — | — | $55K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2070 Inv Fund | — | — | — | $22K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index Return Inv Fund | — | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $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 | — | — | — | $7K | <0.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $186 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Real Estate plans
HOLLADAY PROPERTY SERVICES MIDWEST INC.
HOLLADAY PROPERTY SERVICES MIDWEST INC. 401(K) PROFIT SHARING PLAN
$17.2M · 229 participants
ICAFS, INC. D/B/A GENERAL SERVICES CORPORATION
GENERAL SERVICES CORPORATION 401(K) PLAN
$17.1M · 518 participants
ARLINGTON PROPERTIES, LLC
ARLINGTON HOLDING COMPANY 401(K) PLAN
$17.1M · 732 participants
HCI MANAGEMENT, INC.
HCI MANAGEMENT, INC. 401(K) PLAN
$17.4M · 47 participants
CHRISTIAN CARE MANAGEMENT, INC.
CHRISTIAN CARE MANAGEMENT, INC. 403(B) PLAN
$17.5M · 713 participants
PK MANAGEMENT LLC
PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$16.9M · 423 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B