ALEX Antestenis signed Asset Risk Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asset Risk Management, LLC's EIN is 27-0810565.
Download the official 2024 Form 5500 (PDF) for Asset Risk Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asset Risk Management, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund 15,650 shares N/A | Common Collective Trusts | — | — | $2.5M | 22.2% | |
| Vanguard Target Retirement 2050 Fund 19,800 shares N/A | Mutual Funds | — | — | $987K | 8.7% | |
| Fidelity 500 Index 4,510 shares N/A | Common Collective Trusts | — | — | $921K | 8.1% | |
| Fidelity US Bond Index 89,277 shares N/A | Mutual Funds | — | — | $912K | 8.0% | |
| Vanguard Target Retirement 2055 Fund 16,040 shares N/A | Mutual Funds | — | — | $892K | 7.9% | |
| Fidelity Large Cap Value Index 28,440 shares N/A | Mutual Funds | — | — | $516K | 4.5% | |
| Vanguard Target Retirement 2020 Fund 19,293 shares N/A | Mutual Funds | — | — | $511K | 4.5% | |
| Principal Large Cap Growth 26,315 shares N/A | Other securities | — | — | $434K | 3.8% | |
| Fidelity Total International Index Fund 31,512 shares N/A | Common Collective Trusts | — | — | $423K | 3.7% | |
| Vanguard Federal Money Market 387,262 shares N/A | Mutual Funds | — | — | $387K | 3.4% | |
| JPMorgan Mid Cap Growth Fund 5,307 shares N/A | Other securities | — | — | $274K | 2.4% | |
| American Funds New Perspective R6 4,098 shares N/A | Mutual Funds | — | — | $255K | 2.2% | |
| Vanguard Target Retirement 2035 Fund 10,472 shares N/A | Mutual Funds | — | — | $251K | 2.2% | |
| Vanguard Target Retirement 2060 Fund 4,128 shares N/A | Mutual Funds | — | — | $212K | 1.9% | |
| Fidelity Mid Cap Index Fund 6,223 shares N/A | Common Collective Trusts | — | — | $210K | 1.9% | |
| Fidelity Small Cap Value Index 8,013 shares N/A | Mutual Funds | — | — | $205K | 1.8% | |
| Vanguard Target Retirement 2040 Fund 4,115 shares N/A | Mutual Funds | — | — | $178K | 1.6% | |
| Vanguard Target Retirement 2025 Fund 9,401 shares N/A | Mutual Funds | — | — | $176K | 1.5% | |
| Vanguard Target Retirement 2045 Fund 5,805 shares N/A | Mutual Funds | — | — | $172K | 1.5% | |
| Fidelity Mid Cap Value Index 5,980 shares N/A | Mutual Funds | — | — | $162K | 1.4% | |
| Fidelity Small Cap Growth Index 5,614 shares N/A | Mutual Funds | — | — | $156K | 1.4% | |
| Vanguard Target Retirement 2030 Fund 3,109 shares N/A | Mutual Funds | — | — | $118K | 1.0% | |
| American Funds EuroPacifc R6 2,064 shares N/A | Mutual Funds | — | — | $111K | 1.0% | |
| Fidelity Small Cap Index 3,142 shares N/A | Mutual Funds | — | — | $87K | 0.8% | |
| DFA Emerging Markets Core Equity 3,172 shares N/A | Mutual Funds | — | — | $74K | 0.7% | |
| from 2025 to 2029 | Other securities | — | — | $66K | 0.6% | |
| Fidelity Real Estate Index 2,939 shares N/A | Mutual Funds | — | — | $47K | 0.4% | |
| Fidelity Short-Term Bond Index Fund 4,071 shares N/A | Common Collective Trusts | — | — | $40K | 0.4% | |
| Vanguard Target Retirement 2065 Fund 646 shares N/A | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Inflation Protected Securities 704 shares N/A | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Target Retirement Income Fund 694 shares N/A | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
