Shawn Buchtel signed AMG Vanadium LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMG Vanadium LLC's EIN is 20-2931565.
Download the official 2024 Form 5500 (PDF) for AMG Vanadium LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMG Vanadium 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $1.5M | 11.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $1.3M | 10.0% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.2M | 8.8% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $883K | 6.6% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $764K | 5.7% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $760K | 5.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $697K | 5.2% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $695K | 5.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $685K | 5.1% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $637K | 4.8% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $525K | 3.9% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $445K | 3.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $431K | 3.2% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $413K | 3.1% | |
| TROWE PRICE ALLCAP OPPS ADV | Registered Investment Companies | — | — | $398K | 3.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $309K | 2.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $185K | 1.4% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $158K | 1.2% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $154K | 1.2% | |
| WASATCH ULTRA GROWTH INV | Registered Investment Companies | — | — | $139K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $132K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $130K | 1.0% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $122K | 0.9% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $114K | 0.9% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $112K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $107K | 0.8% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $90K | 0.7% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $61K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $15K |
| — |
