Steven Meyer signed Advisors Mortgage Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advisors Mortgage Group's EIN is 22-3626426.
Download the official 2024 Form 5500 (PDF) for Advisors Mortgage Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisors Mortgage Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU | 22-3349752 | — | THIRD PARTY ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU | 22-3349752 | — | SERVICE PROVIDER | $11K | — |
| BLEAKLEY FINANCIAL GROUP LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.2M | 93.3% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.2M | 93.3% |
| 47-2523848 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
