Ryan Casey signed Amspec, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amspec, LLC's EIN is 22-3522064.
Download the official 2024 Form 5500 (PDF) for Amspec, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amspec, 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 | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | 64-0169065 | — | INVESTMENT/FINANCIAL ADVI | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $7.3M | 7.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $7.3M | 7.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $7.2M | 6.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $6.8M | 6.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $6.2M | 5.9% | |
| STATE ST S&P 500 IDX NLS N STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $5.8M | 5.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $4.9M | 4.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $4.6M | 4.4% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $4.6M | 4.4% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4.3M | 4.2% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $3.7M | 3.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $3.3M | 3.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.1M | 3.0% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $2.5M | 2.4% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $2.3M | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $2.1M | 2.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $2.0M | 1.9% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $1.3M | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| AB DISCOVERY VALUE Z | Registered Investment Companies | — | — | $1.3M | 1.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $872K | 0.8% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $865K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $428K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $256K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
