Board of Trustees American Maritime Officers 401(k) Plan's EIN is 11-2978754.
Download the official 2024 Form 5500 (PDF) for Board of Trustees American Maritime Officers 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees American Maritime Officers 401(k) Plan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC | 27-2037969 | — | NONE | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMO MASTER OPERATING TRUST | 20-0406498 | — | RELATED ORGANIZATION | $889K |
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 | |||||
|---|---|---|---|---|---|---|
| CLEARBRIDGE LARGE CAP GROWTH FUND - IS Mutual Funds N/A | Other securities | — | $1.2M | $89.9M | 13.2% | |
| DODGE & COX STOCK FUND, CLASS I Mutual Funds N/A | Mutual Funds | — | $339K | $87.1M | 12.8% | |
| VANGUARD INSTITUTIONAL INDEX FUND Mutual Funds N/A | Common Collective Trusts | — | $144K | $69.1M | 10.2% | |
| COLUMBIA BALANCED - I3 Mutual Funds N/A | Other securities | — | $1.2M | $61.2M | 9.0% | |
| CAUSEWAY INTERNATIONAL INSTITUTIONAL Mutual Funds N/A | Other securities | — | $2.1M | $39.3M | 5.8% | |
| GREAT GRAY CIT III NO. 25554 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $38.8M | 5.7% | |
| TCW METWEST TOTAL RETURN BOND PLAN Mutual Funds N/A | Other securities | — | $3.9M | $32.5M | 4.8% | |
| ALLSPRING CORE PLUS BOND R6 Mutual Funds N/A | Other securities | — | $2.8M | $31.0M | 4.6% | |
| COLUMBIA CONTRARIAN CORE - I3 Mutual Funds N/A | Other securities | — | $600K | $21.9M | 3.2% | |
| INVESCO DEVELOPING MARKETS FUND Mutual Funds N/A | Mutual Funds | — | $538K | $20.5M | 3.0% | |
| VICTORY SYCAMORE ESTABLISHED VALUE - R6 Mutual Funds N/A | Other securities | — | $405K | $18.6M | 2.7% | |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS Mutual Funds N/A | Other securities | — | $423K | $16.8M | 2.5% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Funds N/A | Mutual Funds | — | $494K | $16.6M | 2.4% | |
| COLUMBIA SMALL CAP VALUE I - I3 Mutual Funds N/A | Other securities | — | $305K | $15.8M | 2.3% | |
| VANGUARD MID-CAP INDEX - INSTITUTIONAL Mutual Funds N/A | Mutual Funds | — | $168K | $12.2M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2060 - INV Mutual Funds N/A | Mutual Funds | — | $219K | $11.2M | 1.6% | |
| PIMCO INTR BD FD (US DOLLAR-HEDGED) INST Mutual Funds N/A | Mutual Funds | — | $948K | $9.4M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 - INV Mutual Funds N/A | Mutual Funds | — | $453K | $8.5M | 1.2% | |
| Notes receivable from participants (net of Loans N/A | Other securities | — | — | $6.7M | 1.0% | |
| VANGUARD TARGET RETIREMENT 2030 - INV Mutual Funds N/A | Mutual Funds | — | $178K | $6.7M | 1.0% | |
| VANGUARD SMALL CAP INDEX - ADMIRAL Mutual Funds N/A | Mutual Funds | — | $57K | $6.5M | 1.0% | |
| NYLI MACKAY HIGH YIELD CORP BOND R6 Mutual Funds N/A | Common Stocks | — | $1.1M | $5.8M | 0.9% | |
| FED HERMES MDT MID CAP GROWTH Mutual Funds N/A | Other securities | — | $106K | $5.6M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2050 - INV Mutual Funds N/A | Mutual Funds | — | $110K | $5.5M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2055 - INV Mutual Funds N/A | Mutual Funds | — | $97K | $5.4M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2035 - INV Mutual Funds N/A | Mutual Funds | — | $210K | $5.0M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2045 - INV Mutual Funds N/A | Mutual Funds | — | $150K | $4.4M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2040 - INV Mutual Funds N/A | Mutual Funds | — | $101K | $4.4M | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH F3 Mutual Funds N/A | Mutual Funds | — | $74K | $4.0M | 0.6% | |
| VANGUARD TOTAL INTL STOCK INDEX - ADM Mutual Funds N/A | Mutual Funds | — | $117K | $3.7M | 0.5% | |
| VANGUARD TARGET RETIREMENT INCOME - INV Mutual Funds N/A | Mutual Funds | — | $239K | $3.1M | 0.5% | |
| NUVEEN REAL ESTATE SECURITIES - R6 Mutual Funds N/A | Mutual Funds | — | $149K | $2.3M | 0.3% | |
| BLACKROCK INFLATION PROTECTED BOND FUND Mutual Funds N/A | Other securities | — | $226K | $2.1M | 0.3% | |
| PIMCO COMMODITY REALRETURN STRAT - INSTL Mutual Funds N/A | Mutual Funds | — | $120K | $1.6M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2020 - INV Mutual Funds N/A | Mutual Funds | — | $57K | $1.5M | 0.2% | |
| Participant-Directed Brokerage Accounts N/A * Individual Directed Assets | Self-Directed Brokerage | — | — | $1.2M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 INV Mutual Funds N/A | Mutual Funds | — | $39K | $1.0M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $184K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $88K | — |
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | — | NONE | $44K | — |
| OKSANA KOCHERGINA | — | BROOKLYN, NY | NONE | $11K | — |
| TECH PLUS SYSTEMS, INC. | 13-3599440 | — | NONE | $6K | — |
