Lalit Sharma signed AML Rightsource, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AML Rightsource, LLC's EIN is 20-1996855.
Download the official 2024 Form 5500 (PDF) for AML Rightsource, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AML Rightsource, LLC's 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS | 23-2697799 | — | ADVISOR | $82K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $13.5M | 40.9% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $3.9M | 11.8% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.4M | 7.3% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.3M | 4.0% | |
| Templeton International Stock Fund Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| TEMPLETON INTL STK GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Putnam Large Cap Value R1 Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| Flexpath Moderate Return R1 Common/Collective Trust | Common Collective Trusts | — | — | $1.1M | 3.2% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $784K | 2.4% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $667K | 2.0% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $625K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $607K | 1.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $403K | 1.2% | |
| Participant directed investments * Fidelity Government Money Market Money Market | Mutual Funds | — | — | $389K | 1.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $356K | 1.1% | |
| with various maturities through January 2035 | Other securities | — | — | $345K | 1.0% | |
| DFA US Target Value 1 Mutual Fund | Mutual Funds | — | — | $196K | 0.6% | |
| Federated MDT Small Cap Growth I Mutual Fund | Other securities | — | — | $159K | 0.5% | |
| Flexpath Aggressive Return R1 Common/Collective Trust | Common Collective Trusts | — | — | $50K | 0.2% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $50K | 0.2% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $48K | 0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $32K | <0.1% | |
| Flexpath Conservative Return R1 Common/Collective Trust | Common Collective Trusts | — | — | $11K | <0.1% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
