Kathy Ringwelski signed AEL-SPAN, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AEL-SPAN, LLC's EIN is 20-8632406.
Download the official 2022 Form 5500 (PDF) for AEL-SPAN, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)AEL-SPAN, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutua l Funds American Funds Distributors, Inc. American Funds 2050 Target Date | Mutual Funds | — | — | $176K | 31.9% | |
| American Funds Distributors, Inc. American Funds 2040 Target Date | Mutual Funds | — | — | $73K | 13.2% | |
| American Funds Distributors, Inc. American Funds 2025 Target Date | Mutual Funds | — | — | $51K | 9.3% | |
| American Funds Distributors, Inc. American Funds 2035 Target Date | Mutual Funds | — | — | $49K | 8.9% | |
| American Funds Distributors, Inc. American Funds 2045 Target Date | Mutual Funds | — | — | $46K | 8.4% | |
| American Funds Distributors, Inc. American Funds AMCAP | Mutual Funds | — | — | $25K | 4.6% | |
| American Funds Distributors, Inc. American Funds 2030 Target Date | Mutual Funds | — | — | $22K | 3.9% | |
| American Funds Distributors, Inc. Investment Company of America | Mutual Funds | — | — | $20K | 3.6% | |
| American Funds Distributors, Inc. American Funds 2055 Target Date | Mutual Funds | — | — | $15K | 2.8% | |
| participants' account balances - maturities through September 2024 - 0- | Other securities | — | — | $13K | 2.4% | |
| American Funds Distributors, Inc. American Funds Washington Mutual | Mutual Funds | — | — | $13K | 2.4% | |
| American Funds Distributors, Inc. EuroPacific Growth Fund | Mutual Funds | — | — | $11K | 2.0% | |
| American Funds Distributors, Inc. Intermediate Bond Fund of America | Mutual Funds | — | — | $6K | 1.0% | |
| American Funds Distributors, Inc. American Funds US Government Sec | Mutual Funds | — | — | $5K | 0.9% | |
| American Funds Distributors, Inc. American Funds 2060 Target Date | Mutual Funds | — | — | $5K | 0.9% | |
| American Funds Distributors, Inc. Smallcap World Fund | Mutual Funds | — | — | $3K | 0.5% | |
| American Funds Distributors, Inc. American Funds 2020 Target Date | Mutual Funds | — | — | $2K | 0.4% | |
| Mone y Ma rke t Fund American Funds Distributors, Inc. U.S. Government Money Market Fund | Mutual Funds | — | — | $2K | 0.4% | |
| American Funds Distributors, Inc. Bond Fund of America | Mutual Funds | — | — | $2K | 0.4% | |
| American Funds Distributors, Inc. New World Fund | Mutual Funds | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
