Melinda Wood signed Amherst Services, Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amherst Services, Corp.'s EIN is 26-3806884.
Download the official 2024 Form 5500 (PDF) for Amherst Services, Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amherst Services, Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $12.1M | 26.5% | |
| Fidelity Investments | Mutual Funds | — | — | $3.2M | 6.9% | |
| Loomis Sayles | Other securities | — | — | $2.5M | 5.4% | |
| Fidelity Investments | Mutual Funds | — | — | $2.4M | 5.3% | |
| Fidelity Investments | Mutual Funds | — | — | $2.1M | 4.6% | |
| Fidelity Investments | Mutual Funds | — | — | $2.1M | 4.5% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 4.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 4.2% | |
| SEI Trust Company | Common Stocks | — | — | $1.6M | 3.5% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $1.6M | 3.5% | |
| Fidelity Investments | Mutual Funds | — | — | $1.5M | 3.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 2.9% | |
| Invesco Investment Company | Mutual Funds | — | — | $1.3M | 2.8% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 2.8% | |
| Great Gray Trust Company | Common Stocks | — | — | $1.2M | 2.7% | |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 2.5% | |
| Fidelity Investments | Mutual Funds | — | — | $939K | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $852K | 1.9% | |
| American Funds | Mutual Funds | — | — | $770K | 1.7% | |
| MFS Value | Mutual Funds | — | — | $704K | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $701K | 1.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $685K | 1.5% | |
| MFS Research | Mutual Funds | — | — | $684K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $647K | 1.4% | |
| Participant Loans | Participant loans | — | — | $390K | 0.9% | |
| JPMorgan Asset Management | Other securities | — | — | $367K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $299K | 0.7% | |
| JPMorgan Asset Management | Other securities | — | — | $247K | 0.5% | |
| Allspring Global Investments | Other securities | — | — | $242K | 0.5% | |
| Great Gray Trust Company | Common Stocks | — | — | $159K | 0.3% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $159K | 0.3% | |
| PGIM Financial Company | Common Stocks | — | — | $123K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $115K | 0.3% | |
| American Funds | Mutual Funds | — | — | $104K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $90K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $65K | 0.1% | |
| JPMorgan Asset Management | Other securities | — | — | $55K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $7K | <0.1% | |
| Putnam Fiduciary Trust Company | Mutual Funds | — | — | $260 | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $260 | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $21K | — |
