Mark Minne signed AM General LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AM General LLC's EIN is 03-0448255.
Download the official 2024 Form 5500 (PDF) for AM General LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AM General LLC'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 |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., 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 | |||||
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.1M | 19.3% | |
| AMERICAN FUNDS 2030 TDR R5E Registered Investment Company | Mutual Funds | — | — | $4.7M | 11.2% | |
| HARBOR CAPITAL APPRECIATION Registered Investment Company | Common Stocks | — | — | $4.7M | 11.2% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $4.3M | 10.1% | |
| Capital Group Companies American Funds 2040 TDR R5E N/A | Mutual Funds | — | — | $3.4M | 8.2% | |
| Capital Group Companies American Funds 2020 TDR R5E N/A | Mutual Funds | — | — | $3.2M | 7.6% | |
| JP Morgan Asset Management JP Morgan Core Bond Fund I N/A | Other securities | — | — | $2.3M | 5.5% | |
| Dimensional Fund Advisors DFA US Small Cap N/A | Mutual Funds | — | — | $2.2M | 5.1% | |
| Hartford Funds Management Company Hartford Core Equity R4 N/A | Common Stocks | — | — | $1.9M | 4.5% | |
| John Hancock Investment Management John Hancock International Growth R6 N/A | Other securities | — | — | $1.7M | 4.1% | |
| Capital Group Companies American Funds 2010 TRGT Date R5E N/A | Mutual Funds | — | — | $1.1M | 2.6% | |
| maturing through January 2030) N/A | Other securities | — | — | $935K | 2.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $885K | 2.1% | |
| Vanguard Group Inc. Vanguard Small Cap Index Admrl N/A | Mutual Funds | — | — | $823K | 2.0% | |
| Vanguard Group Inc. Vanguard Tot Intl Stk Idx Adm N/A | Common Collective Trusts | — | — | $773K | 1.8% | |
| Capital Group Companies American Funds 2035 TDR R5E N/A | Mutual Funds | — | — | $628K | 1.5% | |
| Capital Group Companies American Funds 2025 TDR R5E N/A | Mutual Funds | — | — | $460K | 1.1% | |
| Capital Group Companies American Funds 2050 TDR R5E N/A | Mutual Funds | — | — | $210K | 0.5% | |
| BlackRock Inc. BlackRock Mid-Cap Growth Equity I N/A | Common Stocks | — | — | $183K | 0.4% | |
| Vanguard Group Inc. Vanguard Equity Income Admiral N/A | Mutual Funds | — | — | $165K | 0.4% | |
| Capital Group Companies American Funds 2045 TDR R5E N/A | Mutual Funds | — | — | $151K | 0.4% | |
| Capital Group Companies American Funds 2065 TDR R5E N/A | Mutual Funds | — | — | $82K | 0.2% | |
| Capital Group Companies American Funds 2015 TDR R5E N/A | Mutual Funds | — | — | $63K | 0.1% | |
| Capital Group Companies American Funds 2055 TDR R5E N/A | Mutual Funds | — | — | $48K | 0.1% | |
| Capital Group Companies American Funds 2060 TDR R5E N/A | Mutual Funds | — | — | $43K | 0.1% | |
| MFS Investment Management MFS Mid Cap Value R6 N/A | Mutual Funds | — | — | $31K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
