AMY LI signed AVG Intermediate Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVG Intermediate Holdings, LLC's EIN is 30-0884480.
Download the official 2024 Form 5500 (PDF) for AVG Intermediate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVG Intermediate Holdings, 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 | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K6 | Mutual Funds | — | — | $1.9M | 13.9% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | — | $1.5M | 11.2% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | — | $1.3M | 9.8% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | — | $1.2M | 9.0% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 9.0% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | — | $1.2M | 8.8% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | — | $1.1M | 8.1% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | — | $937K | 6.9% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | — | $616K | 4.5% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | — | $444K | 3.3% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | — | $329K | 2.4% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $319K | 2.3% | |
| JPM US EQUITY R6 | Other securities | — | — | $205K | 1.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $151K | 1.1% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $132K | 1.0% | |
| GQG EMRG MKTS EQ R6 | Other securities | — | — | $115K | 0.8% | |
| FID EQUITY INCOME K6 | Mutual Funds | — | — | $114K | 0.8% | |
| Notes receivable from participants (4.50%-9.50%) | Bonds / Notes | — | — | $113K | 0.8% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $102K | 0.8% | |
| FID TOTAL BOND K6 | Mutual Funds | — | — | $96K | 0.7% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | — | $86K | 0.6% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | — | $72K | 0.5% | |
| FID INTL CAP APPR K6 | Mutual Funds | — | — | $63K | 0.5% | |
| AS SPL MID CP VAL R6 | Other securities | — | — | $59K | 0.4% | |
| J H ENTERPRISE N | Other securities | — | — | $44K | 0.3% | |
| PIM RAE US SM I | Other securities | — | — | $41K | 0.3% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | — | $40K | 0.3% | |
| JPM GOVT BOND R6 | U.S. Treasuries | — | — | $11K | <0.1% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $10K | <0.1% | |
| C&S REALTY SHARES Z | Other securities | — | — | $5K | <0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | — | $3K | <0.1% | |
| FID FREEDOM INC K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
