Robert Herman signed American Exchange Time LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Exchange Time LLC's EIN is 26-1823429.
Download the official 2024 Form 5500 (PDF) for American Exchange Time LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Exchange Time 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSHE ARONOV | 04-3046611 | BOCA RATON, FL | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 22.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $692K | 13.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $458K | 9.1% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $451K | 9.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $329K | 6.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $327K | 6.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $215K | 4.3% | |
| Vanguard Information Technology Index Fund Admiral | Common Collective Trusts | — | — | $214K | 4.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $204K | 4.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $123K | 2.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $119K | 2.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $108K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $98K | 2.0% | |
| Janus Henderson Janus Henderson Venture Fund Class N | Mutual Funds | — | — | $89K | 1.8% | |
| Notes receivable from participants with interest rates ranging from 8.50% to 9.50% | Bonds / Notes | — | — | $85K | 1.7% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $84K | 1.7% | |
| Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $58K | 1.2% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $51K | 1.0% | |
| Vanguard Equity-Income Fund Admiral | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Growth And Income Fund Admiral | Mutual Funds | — | — | $26K | 0.5% | |
| Vanguard Intermediate-Term Investment Grade Bond Fund Admiral | Mutual Funds | — | — | $21K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $17K | 0.3% | |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Strategic Equity Fund Investor | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Treasury Money Market Fund Investor | Mutual Funds | — | — | $9K | 0.2% | |
| DFA Global Real Estate Securities | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Materials Index Fund Admiral ** 198 Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares ** 703 DFA International Small Cap Value Portfolio Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard International Value Fund Investor | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Intermediate-Term Treasury Fund Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund ** 134 Vanguard Short-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
