Associates Resources LLC's EIN is 26-3647432.
Download the official 2024 Form 5500 (PDF) for Associates Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associates Resources LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC | — | ST LOUIS, MO | INVESTMENT ADVISORY-PLAN | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America R6 | Mutual Funds | — | — | $844K | 12.5% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $580K | 8.6% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $558K | 8.3% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $543K | 8.1% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $521K | 7.7% | |
| Matrix Trust Company American Funds Balance Fund R6 | Mutual Funds | — | — | $511K | 7.6% | |
| American Funds Fundamental Investors R6 | Mutual Funds | — | — | $364K | 5.4% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $264K | 3.9% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $250K | 3.7% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $243K | 3.6% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $196K | 2.9% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $194K | 2.9% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $177K | 2.6% | |
| William Blair Small-Mid Cap Growth Fund Class I | Other securities | — | — | $150K | 2.2% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $137K | 2.0% | |
| American Funds Washington Mutual Investors Fund R6 | Mutual Funds | — | — | $130K | 1.9% | |
| American Funds SMALLCAP World Fund R6 | Mutual Funds | — | — | $129K | 1.9% | |
| Macquarie Diversified Income | Other securities | — | — | $128K | 1.9% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $102K | 1.5% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $94K | 1.4% | |
| Janus Henderson Global Equity Income Fund Class I * 489 MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $93K | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $91K | 1.4% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $89K | 1.3% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $84K | 1.3% | |
| Matrix Trust Company Money market funds - Vanguard Federal Money Market Investor * 25 Matrix Trust Company Fully benefit-responsive investment contracts - CMFG Life Stable Value Fund | Stable Value | — | — | $77K | 1.1% | |
| American Funds Euro Pacific Growth Fund R6 | Mutual Funds | — | — | $45K | 0.7% | |
| MassMutual Inflation Protected and Income Fund R5 | Other securities | — | — | $41K | 0.6% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $24K | 0.4% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $18K | 0.3% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $15K | 0.2% |
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 |
|---|---|---|---|---|---|
| TDM RETIREMENT SERVICES, LLC | 26-0682871 | — | TPA | $6K | — |
