Jacque Davis signed 4patriots LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
4patriots LLC's EIN is 26-3660567.
Download the official 2024 Form 5500 (PDF) for 4patriots LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)4patriots LLC'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $840 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.3M | 98.2% | |
| American United Life Ins. Co. Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.0M | 14.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.0M | 14.5% | |
| American United Life Ins. Co. Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.7M | 12.8% | |
| American United Life Ins. Co. Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.7M | 12.3% | |
| American United Life Ins. Co. Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 10.7% | |
| American United Life Ins. Co. Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.4M | 10.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.0M | 7.5% | |
| American United Life Ins. Co. Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $540K | 4.0% | |
| American United Life Ins. Co. Vanguard Intermediate-Term Bond Index Fd | Mutual Funds | — | — | $531K | 3.9% | |
| American United Life Ins. Co. Vanguard U.S. Growth Fund | Mutual Funds | — | — | $242K | 1.8% | |
| American United Life Ins. Co. Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $159K | 1.2% | |
| American United Life Ins. Co. American Funds Washington Mutual R6 | Mutual Funds | — | — | $103K | 0.8% | |
| American United Life Ins. Co. Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $95K | 0.7% | |
| American United Life Ins. Co. Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $82K | 0.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $72K | 0.5% | |
| American United Life Ins. Co. Stable Value Account ** $ | Stable Value | — | — | $60K | 0.4% | |
| American United Life Ins. Co. Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $55K | 0.4% | |
| American United Life Ins. Co. Blackrock Total Return | Common Stocks | — | — | $54K | 0.4% | |
| American United Life Ins. Co. Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $41K | 0.3% | |
| American United Life Ins. Co. Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $37K | 0.3% | |
| American United Life Ins. Co. DFA Real Estate Securities ** 684 * American United Life Ins. Co. DFA US Large Company | Mutual Funds | — | — | $16K | 0.1% | |
| American United Life Ins. Co. DFA Emerging Markets | Mutual Funds | — | — | $13K | <0.1% | |
| American United Life Ins. Co. Janus Henderson Triton Fund Class | Mutual Funds | — | — | $13K | <0.1% | |
| American United Life Ins. Co. American Funds American Balanced R6 | Mutual Funds | — | — | $2K | <0.1% | |
| American United Life Ins. Co. Janus Henderson Small Cap | Mutual Funds | — | — | $2K | <0.1% | |
| American United Life Ins. Co. Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American United Life Ins. Co. GoldmanSachs Int Eq Insi R6 | Common Stocks | — | — | $1K | <0.1% | |
| American United Life Ins. Co. PGIM Jennison Natural Resources Fund R6 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
