TAMI Calleia signed ASO LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ASO LLC's EIN is 20-5891009.
Download the official 2024 Form 5500 (PDF) for ASO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ASO LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.6M | 85.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.3M | 11.4% | |
| [Assets held in participant loans] | Other | — | — | $559K | 2.7% |
