Justin Caulfield signed Amtrust North America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amtrust North America Inc.'s EIN is 04-3106389.
Download the official 2024 Form 5500 (PDF) for Amtrust North America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amtrust North America Inc.'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 LIFE & ANNUITY INSURANCE CO | 84-0467907 | — | NONE | $345K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| s (continued) Vanguard Institutional Index Fund; 129,655 Shares | Mutual Funds | — | — | $62.1M | 13.6% | |
| T. ROWE PRICE RET BLEND SELECT 2030 AST WILMINGTON TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $40.2M | 8.8% | |
| JPMorgan Large Cap Growth Fund - Class A; 389,769 Shares | Other securities | — | — | $32.6M | 7.1% | |
| T. ROWE PRICE RET BLEND SELECT 2035 AST WILMINGTON TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $32.6M | 7.1% | |
| T. ROWE PRICE RET BLEND SELECT 2045 AST WILMINGTON TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $29.3M | 6.4% | |
| T. ROWE PRICE RET BLEND SELECT 2040 AST WILMINGTON TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $29.1M | 6.4% | |
| T. ROWE PRICE RET BLEND SELECT 2050 AST WILMINGTON TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $28.0M | 6.1% | |
| T. ROWE PRICE RET BLEND SELECT 2025 AST WILMINGTON TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $24.1M | 5.3% | |
| T. ROWE PRICE RET BLEND SELECT 2055 AST WILMINGTON TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $18.2M | 4.0% | |
| Vanguard Total International Stock Index Institutional; 141,722 Shares | Mutual Funds | — | — | $18.0M | 3.9% | |
| T. ROWE PRICE RET BLEND SELECT 2020 AST WILMINGTON TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $17.0M | 3.7% | |
| New York Life Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $16.8M | 3.7% | |
| Vanguard Small Cap Index Institutional; 137,067 Shares | Mutual Funds | — | — | $15.8M | 3.4% | |
| Vanguard Total Bond Index Institutional; 1,400,726 Shares | Mutual Funds | — | — | $13.3M | 2.9% | |
| American Funds Washington Mutual Investors Fund - Class R6 185,088 Shares | Mutual Funds | — | — | $11.4M | 2.5% | |
| Goldman US Equity Insights Investor Fund R6; 111,234 Shares | Other securities | — | — | $7.3M | 1.6% | |
| American Funds The Income Fund of America - Class R6 296,354 | Mutual Funds | — | — | $7.2M | 1.6% | |
| with maturity dates ranging from January 2025 to December 2039 | Other securities | — | — | $6.9M | 1.5% | |
| Macquarie Mid Cap Growth Fund - Class R6; 222,394 Shares | Other securities | — | — | $6.6M | 1.4% | |
| T. ROWE PRICE RET BLEND SELECT 2060 AST WILMINGTON TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $6.2M | 1.3% | |
| American Funds EuroPacific Growth Fund - Class R6 106,160 Shares | Mutual Funds | — | — | $5.7M | 1.2% | |
| PIMCO Total Return Fund Institutional; 493,748 Shares | Mutual Funds | — | — | $4.2M | 0.9% | |
| Loomis Sayles Small Cap Growth Fund - Class N; 134,484 Shares | Other securities | — | — | $4.0M | 0.9% | |
| Vanguard Selected Value Investor; 138,145 Shares | Mutual Funds | — | — | $3.7M | 0.8% | |
| PIMCO Real Return Fund Institutional; 345,787 Shares | Mutual Funds | — | — | $3.4M | 0.8% | |
| Macquarie Small Cap Value Fund - Class R6; 47,343 Shares | Other securities | — | — | $3.3M | 0.7% | |
| Eaton Vance Income Fund of Boston - Class R6; 523,127 Shares | Other securities | — | — | $2.7M | 0.6% | |
| Artisan International Value Fund; 44,554 Shares | Other securities | — | — | $2.1M | 0.5% | |
| T. ROWE PRICE RET BLEND SELECT 2065 AST WILMINGTON TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| Invesco Developing Markets Fund - Class R6; 43,290 Shares | Mutual Funds | — | — | $1.6M | 0.4% | |
| Dreyfus Government Cash Management Institutional; 1,308,972 Shares | Mutual Funds | — | — | $1.3M | 0.3% | |
| Franklin Templeton US Government Securities Fund - Class R6 185,037 Shares | Mutual Funds | — | — | $929K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI ADVISORS INC |
| — |
| GLASTONBURY, CT |
| NONE |
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDGRAB CPA PLLC | — | LYNBROOK, NY | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $1K | — |
