Denis P. Moore signed Allan Myers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allan Myers, Inc.'s EIN is 23-2966902.
Download the official 2024 Form 5500 (PDF) for Allan Myers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allan Myers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $106K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.2M | 12.2% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $15.5M | 9.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.7M | 8.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.0M | 8.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.9M | 7.5% | |
| Vanguard 500 Index Fund Investor Shares | Common Collective Trusts | — | — | $11.0M | 7.0% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.0M | 6.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.2% | |
| Mainstay Large Cap Growth Fund; Class R6 | Other securities | — | — | $6.2M | 3.9% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $6.0M | 3.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.8% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.2% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $5.1M | 3.2% | |
| Participant loans Maturing through August 2033; interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $4.9M | 3.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $4.5M | 2.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| American Funds Euro Pacific Growth Fund; R-4 Shares | Mutual Funds | — | — | $2.3M | 1.5% | |
| JPMorgan Core Plus Bond Fund; Class R6 | Other securities | — | — | $1.8M | 1.1% | |
| American Beacon Large Cap Value Fund; Inst Class | Other securities | — | — | $1.5M | 1.0% | |
| Vanguard Small-Cap Index Fund Investor Shares | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| American Century Mid Cap Value Fund; Investor Class | Other securities | — | — | $1.1M | 0.7% | |
| Vanguard Mid-Cap Index Fund Investor Shares | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| PIMCO RAE US Small Fund Institutional Class | Mutual Funds | — | — | $909K | 0.6% | |
| Carillon Eagle Mid Cap Value Fund; Investor Class | Other securities | — | — | $783K | 0.5% | |
| Loomis Sayles Small Cap Growth Fund; Retail Class | Other securities | — | — | $659K | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $647K | 0.4% | |
| Vanguard Participant directed investments | Mutual Funds | — | — | $230K | 0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $132K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust II | Mutual Funds | — | — | $17K | <0.1% | |
| VFTC TARGET RET INCO AND GWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $58K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | NONE | $20K | — |
