Stephen Miller signed Analytical Mechanics Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analytical Mechanics Associates, Inc.'s EIN is 11-1999848.
Download the official 2024 Form 5500 (PDF) for Analytical Mechanics Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analytical Mechanics Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS. | — | DALLAS, TX | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $16.6M | 18.8% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $9.3M | 10.5% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $9.0M | 10.2% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $6.9M | 7.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $4.5M | 5.0% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $4.1M | 4.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $3.9M | 4.4% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $3.7M | 4.2% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $2.4M | 2.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $2.1M | 2.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $2.0M | 2.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $1.9M | 2.2% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $1.8M | 2.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $1.8M | 2.0% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Dodge & Cox Income Fund I Dodge 0 | Mutual Funds | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $1.3M | 1.5% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $1.2M | 1.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $1.2M | 1.3% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $1.1M | 1.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $880K | 1.0% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $795K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $775K | 0.9% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $677K | 0.8% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $524K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $289K | 0.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $247K | 0.3% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | Mutual Funds | — | — | $211K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $189K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $182K | 0.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | Mutual Funds | — | — | $40K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $13K | — |
