Justin Craig signed American Future Systems, Inc. DBA Successfuel's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Future Systems, Inc. DBA Successfuel's EIN is 23-1897431.
Download the official 2024 Form 5500 (PDF) for American Future Systems, Inc. DBA Successfuel from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Future Systems, Inc. DBA Successfuel's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | 61-1732930 | — | ADVISORY | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account | Stable Value | — | — | $3.5M | 21.6% | |
| American Century Growth Fund | Other securities | — | — | $3.5M | 21.5% | |
| Eaton Vance Richard Bernstein Equity Strategy Fund | Other securities | — | — | $1.3M | 7.8% | |
| MFS Value Fund | Mutual Funds | — | — | $967K | 6.0% | |
| Blackrock Emerging Markets Inc Investor Fund | Common Stocks | — | — | $767K | 4.8% | |
| Transamerica International Equity Fund | Other securities | — | — | $674K | 4.2% | |
| Ishares S&P 500 Index Institutional Shares | Common Collective Trusts | — | — | $575K | 3.6% | |
| Western Asset Core Plus Bond Fund | Other securities | — | — | $554K | 3.4% | |
| Ivy Mid Cap Growth Fund | Other securities | — | — | $434K | 2.7% | |
| Goldman Sachs Mid Cap Value Fund | Other securities | — | — | $414K | 2.6% | |
| Columbia Contrarian Core Fund | Other securities | — | — | $380K | 2.4% | |
| PIMCO Commodity Real Return Strategy Fund | Mutual Funds | — | — | $361K | 2.2% | |
| Invesco Global Real Estate Income Fund | Mutual Funds | — | — | $351K | 2.2% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $348K | 2.2% | |
| First Eagle Overseas Fund | Other securities | — | — | $342K | 2.1% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $289K | 1.8% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $267K | 1.7% | |
| Eaton Vance Income of Boston Fund | Other securities | — | — | $256K | 1.6% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $231K | 1.4% | |
| JP Morgan Government Bond Fund | U.S. Treasuries | — | — | $225K | 1.4% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $186K | 1.2% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $175K | 1.1% | |
| Participant Loans | Participant loans | — | — | $106K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT | $20K | — |
