Miriam Sweet signed An.del.USA, Inc. & Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
An.del.USA, Inc. & Subsidiaries' EIN is 13-3687850.
Download the official 2024 Form 5500 (PDF) for An.del.USA, Inc. & Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)An.del.USA, Inc. & Subsidiaries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | — | MELVILLE, NY | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM ASSET ALLOC GRTH A | Registered Investment Companies | — | — | $1.7M | 28.7% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $792K | 13.2% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $533K | 8.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $365K | 6.1% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $292K | 4.9% | |
| MASSMUTUAL SM CAP OPP R4 | Registered Investment Companies | — | — | $260K | 4.4% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $216K | 3.6% | |
| GS LARGE CAP EQUITY A | Registered Investment Companies | — | — | $195K | 3.3% | |
| T.ROWE PRICE RETIREMENT 2020-R 660 REGISTERED INVESTMENT COMPANY INVESCO COMSTOCK A | Registered Investment Companies | — | — | $194K | 3.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $185K | 3.1% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $184K | 3.1% | |
| AMERCENT ULTRA FUND - A | Registered Investment Companies | — | — | $176K | 2.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $162K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2015-R 645 REGISTERED INVESTMENT COMPANY JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $133K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $81K | 1.4% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $80K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $66K | 1.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $61K | 1.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $46K | 0.8% | |
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $44K | 0.7% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $31K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $28K | 0.5% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $23K | 0.4% | |
| PUTNAM HIGH YIELD A | Registered Investment Companies | — | — | $18K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $18K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
