Plan Sponsor signed Amerlux, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amerlux, LLC's EIN is 22-3770495.
Download the official 2024 Form 5500 (PDF) for Amerlux, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amerlux, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Empower Annuity Insurance EI Fixed Account - Series Class I N/R | Guaranteed Income / GIC | — | — | $3.1M | 16.4% | |
| Vanguard TOTAL STOCK MKT IDX N/R | Mutual Funds | — | — | $2.1M | 11.1% | |
| ADM TIAA-CREF LIFECYCLE INDEX 2025 N/R | Mutual Funds | — | — | $1.3M | 7.1% | |
| INST TIAA-CREF LIFECYCLE INDEX 2030 N/R | Mutual Funds | — | — | $1.2M | 6.2% | |
| INST American FUNDS AMERICAN N/R | Mutual Funds | — | — | $882K | 4.7% | |
| BALANCED R6 American FUNDS NEW N/R | Mutual Funds | — | — | $872K | 4.7% | |
| PERSPECTIVE R6 Vanguard US GROWTH ADM N/R | Mutual Funds | — | — | $761K | 4.1% | |
| Morgan Stanley MORGAN STANLEY INST GROWTH N/R | Other securities | — | — | $636K | 3.4% | |
| R6 Fidelity US BOND INDEX N/R | Mutual Funds | — | — | $617K | 3.3% | |
| Vanguard SMALL CAP INDEX ADM N/R | Mutual Funds | — | — | $603K | 3.2% | |
| TIAA-CREF LIFECYCLE INDEX 2040 N/R | Mutual Funds | — | — | $548K | 2.9% | |
| INST MACQUARIE SCIENCE AND N/R | Other securities | — | — | $524K | 2.8% | |
| TECHNOLOGY INST TIAA-CREF LIFECYCLE INDEX 2045 N/R | Mutual Funds | — | — | $453K | 2.4% | |
| Company of America Participant Loans * Participant Loans Interest rate: range from 4.16% to $0 | Bonds / Notes | — | — | $423K | 2.3% | |
| INST TIAA-CREF LIFECYCLE INDEX 2055 N/R | Mutual Funds | — | — | $422K | 2.3% | |
| INST TIAA-CREF LIFECYCLE INDEX 2050 N/R | Mutual Funds | — | — | $378K | 2.0% | |
| INSTL Columbia Management Investment COLUMBIA DIVIDEND INCOME INSTL N/R | Other securities | — | — | $366K | 2.0% | |
| Advisers 3 Fidelity MID CAP INDEX N/R | Mutual Funds | — | — | $365K | 2.0% | |
| American FUNDS FUNDAMENTAL N/R | Mutual Funds | — | — | $364K | 2.0% | |
| INVESTORS R6 Blackrock HEALTH SCIENCES N/R | Other securities | — | — | $359K | 1.9% | |
| OPPS INSTL TIAA-CREF LIFECYCLE INDEX 2035 N/R | Mutual Funds | — | — | $350K | 1.9% | |
| INST JPMorgan MID CAP GROWTH R6 N/R | Other securities | — | — | $290K | 1.6% | |
| Invesco SMALL CAP GROWTH N/R | Mutual Funds | — | — | $260K | 1.4% | |
| TIAA-CREF LIFECYCLE INDEX 2060 N/R | Mutual Funds | — | — | $215K | 1.2% | |
| INSTL Vanguard INTERNATIONAL VALUE N/R | Mutual Funds | — | — | $196K | 1.0% | |
| Allsprings ALLSPRING SPECIAL MID CAP VALUE N/R | Other securities | — | — | $194K | 1.0% | |
| R6 TIAA-CREF LIFECYCLE INDEX RET N/R | Mutual Funds | — | — | $183K | 1.0% | |
| INC INST Western Assets WESTERN ASSET CORE PLUS BOND N/R | Common Stocks | — | — | $161K | 0.9% | |
| IS Vanguard HIGH-YIELD N/R | Mutual Funds | — | — | $159K | 0.9% | |
| CORPORATE ADM DWS REEF REAL ESTATE N/R | Other securities | — | — | $121K | 0.6% | |
| SECURITIES R6 TIAA-CREF LIFECYCLE INDEX 2020 N/R | Mutual Funds | — | — | $116K | 0.6% | |
| INST Morgan Stanley MORGAN STANLEY INST DISCOVERY N/R | Other securities | — | — | $67K | 0.4% | |
| R6 Vanguard INTER-TERM TREASURY N/R | Mutual Funds | — | — | $54K | 0.3% | |
| IND ADMIRAL MFS INTL DIVERSIFICATION R6 N/R | Mutual Funds | — | — | $54K | 0.3% | |
| Vanguard INTERNATIONAL N/R | Mutual Funds | — | — | $37K | 0.2% | |
| GROWTH ADM JP Morgan UNDISCOVERED MGRS BEHAVIORAL N/R | Other securities | — | — | $12K | <0.1% | |
| VALUE R6 TIAA-CREF LIFECYCLE INDEX 2015 N/R | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $33K |
| — |
