Kimberly Young signed Amentum Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amentum Services, Inc.'s EIN is 27-1628265.
Download the official 2024 Form 5500 (PDF) for Amentum Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amentum Services, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $913K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $630K |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $466K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $165K | — |
| APRIO | 57-1157523 | — | ACCOUNTANT/AUDITOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINSTON & STRAWN, LLP | 36-1975990 | — | ATTORNEY/LEGAL | $371K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Premium Class Mutual Funds * Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $336.8M | 13.5% | |
| Common Collective Trusts * Fidelity Institutional Asset Fidelity Freedom Blend 2030 T N/R | Common Collective Trusts | — | — | $264.2M | 10.6% | |
| FID FRDM BLND 2030 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $264.2M | 10.6% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $232.9M | 9.3% | |
| Company * Fidelity Institutional Asset Fidelity Freedom Blend 2035 T N/R | Mutual Funds | — | — | $215.1M | 8.6% | |
| FID FRDM BLND 2035 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $215.1M | 8.6% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2025 T N/R | Mutual Funds | — | — | $209.4M | 8.4% | |
| FID FRDM BLND 2025 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $209.4M | 8.4% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2040 T N/R | Mutual Funds | — | — | $174.3M | 7.0% | |
| FID FRDM BLND 2040 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $174.3M | 7.0% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2045 T N/R | Mutual Funds | — | — | $167.6M | 6.7% | |
| FID FRDM BLND 2045 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $167.6M | 6.7% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2050 T N/R | Mutual Funds | — | — | $127.2M | 5.1% | |
| FID FRDM BLND 2050 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $127.2M | 5.1% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2020 T N/R | Mutual Funds | — | — | $87.7M | 3.5% | |
| FID FRDM BLND 2020 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $87.7M | 3.5% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2055 T N/R | Mutual Funds | — | — | $85.5M | 3.4% | |
| FID FRDM BLND 2055 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $85.5M | 3.4% | |
| Fidelity Management Trust Fidelity Managed Income Portfolio II N/R | Mutual Funds | — | — | $76.8M | 3.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $72.4M | 2.9% | |
| Company Commingled Ameriprise Trust Company Columbia Trust Dividend Income N/R | Common Collective Trusts | — | — | $61.7M | 2.5% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $61.7M | 2.5% | |
| Fund Institutional 300 * Fidelity Institutional Asset Fidelity Freedom Blend 2060 T N/R | Mutual Funds | — | — | $49.7M | 2.0% | |
| FID FRDM BLND 2060 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $49.7M | 2.0% | |
| BTC TOTAL RET BOND M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $44.6M | 1.8% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% N/R | Bonds / Notes | — | — | $41.3M | 1.7% | |
| Fidelity Investments Fidelity Total International Index N/R | Mutual Funds | — | — | $41.1M | 1.6% | |
| Fidelity Investments Fidelity Extended Market Index N/R | Mutual Funds | — | — | $39.8M | 1.6% | |
| Self-Directed Brokerage Account * Fidelity Management Trust Self-Directed Brokerage Account N/R | Self-Directed Brokerage | — | — | $36.9M | 1.5% | |
| American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $30.8M | 1.2% | |
| N.A. Great Gray Trust Company, MassMutual Small Cap Growth N/R | Common Stocks | — | — | $28.0M | 1.1% | |
| MM SEL SMCP GR EQ R3 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $28.0M | 1.1% | |
| Fund * Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $23.3M | 0.9% | |
| LLC Equity CIT Fee Class R3 * Fidelity Institutional Asset Fidelity Freedom Blend 2015 T N/R | Common Collective Trusts | — | — | $21.8M | 0.9% | |
| FID FRDM BLND 2015 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $21.8M | 0.9% | |
| Victory Sycamore Victory Sycamore Established Value N/R | Other securities | — | — | $21.5M | 0.9% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend 2065 T N/R | Mutual Funds | — | — | $20.8M | 0.8% | |
| FID FRDM BLND 2065 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $20.8M | 0.8% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $16.2M | 0.7% | |
| BR MIDCAP GR EQ T GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $15.7M | 0.6% | |
| Fund T * Fidelity Institutional Asset Fidelity Freedom Blend 2010 T N/R | Mutual Funds | — | — | $10.0M | 0.4% | |
| FID FRDM BLND 2010 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $10.0M | 0.4% | |
| Fund Class R6 Allspring Special Small Cap Value N/R | Other securities | — | — | $9.4M | 0.4% | |
| Management Trust Company * Fidelity Institutional Asset Fidelity Freedom Blend Income T N/R | Mutual Funds | — | — | $5.6M | 0.2% | |
| FID FRDM BLEND INC T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $5.6M | 0.2% | |
| FID FRDM BLND 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| BR MIDCAP GR EQ T BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 86-1246908 / PN 629 | Common Collective Trust | — | — | $0 | <0.1% |
