Carole Murphey signed AFG Distribution Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AFG Distribution Inc.'s EIN is 27-1590763.
Download the official 2024 Form 5500 (PDF) for AFG Distribution Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AFG Distribution Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 27.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 24.4% | |
| AMERFUNDS 2020 TARG DATERET R6 508 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $457K | 10.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $375K | 8.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $337K | 7.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $216K | 5.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $96K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $84K | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 1.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $62K | 1.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $49K | 1.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $48K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $46K | 1.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $41K | 1.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $32K | 0.8% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $32K | 0.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $31K | 0.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $21K | 0.5% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $17K | 0.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $9K | 0.2% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
