Associations International, LLC's EIN is 27-4849171.
Download the official 2024 Form 5500 (PDF) for Associations International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associations International, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $27K | — |
| MCGREGOR & ASSOCIATES, INC | 61-1211399 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 997 | Pooled Separate Account | — | — | $2.1M | 16.0% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 367 | Pooled Separate Account | — | — | $1.9M | 14.7% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 381 | Pooled Separate Account | — | — | $1.4M | 10.9% | |
| Investment Contract * Transamerica Stable Value Core Option Stable Value Option | Stable Value | — | — | $1.4M | 10.6% | |
| MYWAYRETIREMENT CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 375 | Pooled Separate Account | — | — | $847K | 6.4% | |
| BLACKROCK EAFE EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 054 | Pooled Separate Account | — | — | $742K | 5.6% | |
| BLACKROCK U.S. TIPS INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 357 | Pooled Separate Account | — | — | $612K | 4.6% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 365 | Pooled Separate Account | — | — | $472K | 3.6% | |
| BLACKROCK RUSSELL 2000 INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 055 | Pooled Separate Account | — | — | $341K | 2.6% | |
| MYWAYRETIREMENT GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 379 | Pooled Separate Account | — | — | $328K | 2.5% | |
| BLACKROCK U.S. DEBT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 001 | Pooled Separate Account | — | — | $294K | 2.2% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 366 | Pooled Separate Account | — | — | $294K | 2.2% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 372 | Pooled Separate Account | — | — | $270K | 2.1% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 377 | Pooled Separate Account | — | — | $263K | 2.0% | |
| MYWAYRETIREMENT INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069 | Pooled Separate Account | — | — | $261K | 2.0% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 373 | Pooled Separate Account | — | — | $260K | 2.0% | |
| MYWAYRETIREMENT REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 380 | Pooled Separate Account | — | — | $257K | 2.0% | |
| MYWAYRETIREMENT MID CAP VALUE RET O TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 382 | Pooled Separate Account | — | — | $156K | 1.2% | |
| MYWAYRETIREMENT INTL VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 241 | Pooled Separate Account | — | — | $145K | 1.1% | |
| MYWAYRETIREMENT INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 070 | Pooled Separate Account | — | — | $141K | 1.1% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 374 | Pooled Separate Account | — | — | $137K | 1.0% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 383 | Pooled Separate Account | — | — | $129K | 1.0% | |
| MYWAYRETIREMENT INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 058 | Pooled Separate Account | — | — | $109K | 0.8% | |
| Notes Receivable from Participants * Various Participants Maturing at various dates ranging from 2025 through 2048 at interest rates ranging from 5.25% to 10.50% $0 | Bonds / Notes | — | — | $100K | 0.8% | |
| MYWAYRETIREMENT INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 071 | Pooled Separate Account | — | — | $57K | 0.4% | |
| MYWAYRETIREMENT INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 061 | Pooled Separate Account | — | — | $32K | 0.2% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 067 | Pooled Separate Account | — | — | $24K | 0.2% | |
| MYWAYRETIREMENT INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 059 | Pooled Separate Account | — | — | $21K | 0.2% | |
| MYWAYRETIREMENT INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 066 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT INDEX 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 371 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 376 | Pooled Separate Account | — | — | $714 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1237041 |
| — |
| INVESTMENT ADVISORY-PLAN |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | 27-3858252 | — | AUDIT | — | — |
