Maria Porto-Duarte signed Amikids, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amikids, Inc.'s EIN is 23-7440836.
Download the official 2023 Form 5500 (PDF) for Amikids, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Amikids, Inc.'s plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | N/A | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST ADVISORS, LLC | 45-0479693 | — | N/A | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Admiral | Mutual Funds | — | $2.3M | $3.5M | 14.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $2.9M | $2.7M | 11.2% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | $2.0M | $2.2M | 9.2% | |
| MFS Value Fund Class R-3 | Mutual Funds | — | $1.6M | $1.8M | 7.3% | |
| Transamerica International Equity I | Other securities | — | $1.5M | $1.7M | 7.0% | |
| American Funds Europacific Growth Class R-4 | Mutual Funds | — | $1.6M | $1.7M | 6.9% | |
| Harbor Funds Capital Appreciation Institutional | Mutual Funds | — | $1.2M | $1.7M | 6.9% | |
| PIMCO Income Institutional | Mutual Funds | — | $1.3M | $1.4M | 5.6% | |
| Vanguard Short Term Bond Index Admiral | Mutual Funds | — | $1.4M | $1.4M | 5.6% | |
| Guggenheim Total Return Bond Fund | Other securities | — | $1.3M | $1.4M | 5.6% | |
| Matrix Trust Money Market Fund | Cash / Money Market | — | $1.1M | $1.1M | 4.7% | |
| Principal Mid Cap Institutional | Other securities | — | $897K | $1.1M | 4.5% | |
| Artisan Mid Cap Investor Class | Other securities | — | $1.1M | $1.1M | 4.4% | |
| Matrix Trust Cash, noninterest bearing | Cash / Money Market | — | $19K | $19K | <0.1% |
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 |
|---|---|---|---|---|---|
| ASPIRE FINANCIAL | 27-1033755 | — | N/A | $23K | — |
| CARR, RIGGS, INGRAM, LLC | 72-1396621 | — | N/A | $0 | — |
| HILL, WARD & HENDERSON, P.A. | 59-2678550 | — | N/A | $0 | — |
