American Integrity Insurance Group, LLC's EIN is 20-5239410.
Download the official 2024 Form 5500 (PDF) for American Integrity Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Integrity Insurance Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $89K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.6M | 22.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.3M | 16.6% | |
| Ishares Russell S&P 500 Index | Common Collective Trusts | — | — | $2.0M | 9.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.9M | 9.6% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.8M | 9.1% | |
| American Century Ultra | Other securities | — | — | $1.1M | 5.5% | |
| Guaranteed Interest Contract - General Account | Other securities | — | — | $863K | 4.3% | |
| Ishares Russell US Aggregate Bond Index | Other securities | — | — | $374K | 1.9% | |
| Ishares Russell Mid Cap Index | Other securities | — | — | $340K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $299K | 1.5% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $275K | 1.4% | |
| American Funds New World | Mutual Funds | — | — | $252K | 1.2% | |
| American Funds Gr And Inc Port | Mutual Funds | — | — | $237K | 1.2% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $223K | 1.1% | |
| American Funds New Perspective | Mutual Funds | — | — | $211K | 1.0% | |
| Ishares Russell 2000 Small Cap Index | Common Collective Trusts | — | — | $210K | 1.0% | |
| MFS International Growth | Mutual Funds | — | — | $197K | 1.0% | |
| Blackrock Mid Cap Growth Equity | Other securities | — | — | $179K | 0.9% | |
| American Funds Capital INC BLDR | Mutual Funds | — | — | $148K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $146K | 0.7% | |
| American Century Small Cap Growth | Other securities | — | — | $143K | 0.7% | |
| Hartford Equity Income | Other securities | — | — | $139K | 0.7% | |
| MassMutual Overseas | Other securities | — | — | $110K | 0.5% | |
| American Funds American Balanced | Mutual Funds | — | — | $93K | 0.5% | |
| Lord Abbett Bond Debenture | U.S. Treasuries | — | — | $84K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $66K | 0.3% | |
| DFA US Targeted Value | Mutual Funds | — | — | $56K | 0.3% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $51K | 0.3% | |
| Victory Sycamore Established Value | Other securities | — | — | $46K | 0.2% | |
| American Funds Small Cap World | Mutual Funds | — | — | $39K | 0.2% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $39K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $35K | 0.2% | |
| PGIM Total Return Bond | Other securities | — | — | $32K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $24K | 0.1% | |
| MassMutual Core Bond | Other securities | — | — | $18K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $8K | <0.1% | |
| IndexSelect Aggressive Retire Fund | Other securities | — | — | $8K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $8K | <0.1% | |
| Invesco Gold & Special Minerals | Mutual Funds | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
| UBS FINANCIAL SERVICES, INC |
| 13-2638166 |
| — |
| INVESTMENT ADVISOR |
| $49K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | THIRD PARTY ADMINISTRATO | $14K | — |
