Barbara Hendricks signed A. M. Best Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. M. Best Company's EIN is 13-4955140.
Download the official 2024 Form 5500 (PDF) for A. M. Best Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A. M. Best Company's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 129,358 shares | Common Collective Trusts | — | $129K | $26.4M | 14.1% | |
| Fidelity Mid-Cap Stock Fund 1,137,896 shares | Mutual Funds | — | $1.1M | $17.9M | 9.6% | |
| Fidelity Freedom 2030 - Class K 909,448 shares | Mutual Funds | — | $909K | $15.9M | 8.5% | |
| Fidelity Balanced Fund 815,444 shares | Mutual Funds | — | $815K | $13.0M | 7.0% | |
| NYLI Winslow Large Cap Growth Class R6 903,094 shares | Other securities | — | $903K | $10.9M | 5.8% | |
| Fidelity Freedom 2025 - Class K 727,143 shares | Mutual Funds | — | $727K | $9.9M | 5.3% | |
| Money Market Fund *Fidelity Governmental Money Market 9,393,760 shares | Mutual Funds | — | $9.4M | $9.4M | 5.0% | |
| Fidelity Low Priced Stock Fund 619,897 shares | Mutual Funds | — | $620K | $9.1M | 4.8% | |
| American Funds American Mutual R6 152,919 shares | Mutual Funds | — | $153K | $8.4M | 4.5% | |
| Fidelity Freedom 2035 - Class K 500,948 shares | Mutual Funds | — | $501K | $7.8M | 4.2% | |
| Fidelity Diversified International Fund 486,211 shares | Mutual Funds | — | $486K | $6.9M | 3.7% | |
| Fidelity Freedom 2040 - Class K 573,581 shares | Mutual Funds | — | $574K | $6.6M | 3.5% | |
| Fidelity Freedom 2045 - Class K 430,261 shares | Mutual Funds | — | $430K | $5.8M | 3.1% | |
| Common Collective Trust *Fidelity Managed Income Portfolio Class 1 5,709,342 shares | Common Collective Trusts | — | $5.7M | $5.4M | 2.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.4M | 2.9% | |
| Fidelity International Index Fund 82,900 shares | Common Collective Trusts | — | $83K | $3.9M | 2.1% | |
| PIMCO Total Return Fund 416,808 shares | Mutual Funds | — | $417K | $3.5M | 1.9% | |
| Fidelity Freedom 2050 - Class K 255,813 shares | Mutual Funds | — | $256K | $3.5M | 1.9% | |
| T. Rowe Price Dividend Growth Fund 40,291 shares | Other securities | — | $40K | $3.1M | 1.7% | |
| Fidelity Extended Market Index Fund 33,481 shares | Common Collective Trusts | — | $33K | $3.0M | 1.6% | |
| Fidelity US Bond Index Fund 239,707 shares | Common Collective Trusts | — | $240K | $2.4M | 1.3% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Shs 28,805 shares | Common Collective Trusts | — | $29K | $2.4M | 1.3% | |
| Fidelity Freedom 2055 - Class K 118,655 shares | Mutual Funds | — | $119K | $1.9M | 1.0% | |
| ClearBridge Small Cap Growth IS 46,952 shares | Other securities | — | $47K | $1.9M | 1.0% | |
| Fidelity Freedom 2020 - Class K 109,712 shares | Mutual Funds | — | $110K | $1.6M | 0.8% | |
| Participant Loans Various maturity dates through 2030; rates from 3.25% to 8.50% | Bonds / Notes | — | — | $1.5M | 0.8% | |
| Fidelity Freedom 2015 - Class K 109,438 shares | Mutual Funds | — | $109K | $1.2M | 0.7% | |
| Fidelity Inflation Protected Bond Index Fund 132,963 shares | Common Collective Trusts | — | $133K | $1.2M | 0.6% | |
| Fidelity Freedom 2060 - Class K 74,184 shares | Mutual Funds | — | $74K | $1.1M | 0.6% | |
| Fidelity High Income Fund 86,887 shares | Mutual Funds | — | $87K | $684K | 0.4% | |
| Fidelity Freedom 2065 - Class K 34,580 shares | Mutual Funds | — | $35K | $458K | 0.2% | |
| Fidelity Freedom Income Fund 42,863 shares | Mutual Funds | — | $43K | $451K | 0.2% | |
| Fidelity Freedom 2010 - Class K 3,735 shares | Mutual Funds | — | $4K | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
