Mark W. Millett signed Associated Insurance Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Insurance Management, LLC's EIN is 20-4036064.
Download the official 2024 Form 5500 (PDF) for Associated Insurance Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Insurance Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 26-4310632 | — | INVESTMENT ADVISORY | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America 77,592 shares | Mutual Funds | — | $78K | $5.8M | 11.7% | |
| Vanguard 500 Index Fund 9,533 shares | Common Collective Trusts | — | $10K | $5.2M | 10.5% | |
| GALLIARD STABLE RETURN FUND GALLIARD CAPITAL MANAGEMENT · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $72K | $4.6M | 9.3% | |
| T. Rowe Price Mid Cap Growth Fund 43,504 shares | Other securities | — | $44K | $4.3M | 8.8% | |
| EuroPacific Growth Fund 76,933 shares | Other securities | — | $77K | $4.1M | 8.4% | |
| MFS Total Return Fund 213,053 shares | Mutual Funds | — | $213K | $4.0M | 8.2% | |
| Washington Mutual Investors Fund 57,892 shares | Other securities | — | $58K | $3.6M | 7.2% | |
| Pioneer Bond Fund 301,823 shares | Other securities | — | $302K | $2.5M | 5.0% | |
| American Funds 2035 Target Date Retirement Fund 112,027 shares | Mutual Funds | — | $112K | $2.1M | 4.3% | |
| American Funds 2030 Target Date Retirement Fund 113,923 shares | Mutual Funds | — | $114K | $2.0M | 4.0% | |
| T. Rowe Price Small Cap Stock Fund 27,774 shares | Other securities | — | $28K | $1.6M | 3.2% | |
| PIMCO Income Fund 137,080 shares | Mutual Funds | — | $137K | $1.4M | 2.9% | |
| Vanguard Ext Market 8,318 shares | Mutual Funds | — | $8K | $1.2M | 2.4% | |
| American Funds 2025 Target Date Retirement Fund 74,382 shares | Mutual Funds | — | $74K | $1.1M | 2.3% | |
| MFS Growth Fund 5,479 shares | Mutual Funds | — | $5K | $993K | 2.0% | |
| MFS Global Total Return Fund 59,645 shares | Mutual Funds | — | $60K | $967K | 2.0% | |
| American Funds 2050 Target Date Retirement Fund 42,496 shares | Mutual Funds | — | $42K | $888K | 1.8% | |
| American Funds 2055 Target Date Retirement Fund 21,343 shares | Mutual Funds | — | $21K | $564K | 1.1% | |
| Vanguard Total Bond Market 52,929 shares | Mutual Funds | — | $53K | $502K | 1.0% | |
| American Funds 2040 Target Date Retirement Fund 23,345 shares | Mutual Funds | — | $23K | $480K | 1.0% | |
| Participant loans 4.25% to 9.50% | Bonds / Notes | — | — | $420K | 0.9% | |
| American Funds 2045 Target Date Retirement Fund 14,529 shares | Mutual Funds | — | $15K | $308K | 0.6% | |
| American Funds 2060 Target Date Retirement Fund 16,202 shares | Mutual Funds | — | $16K | $291K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund 11,069 shares | Mutual Funds | — | $11K | $149K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund 6,543 shares | Mutual Funds | — | $7K | $114K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund 5,286 shares | Mutual Funds | — | $5K | $65K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | AUDITOR | $15K | — |
