Connie Diaz signed Advantage Mailing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantage Mailing, LLC's EIN is 33-0986140.
Download the official 2024 Form 5500 (PDF) for Advantage Mailing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantage Mailing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $58K | — |
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 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 21.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 21.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 13.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $941K | 5.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $508K | 3.2% | |
| AMERFUNDS 2015 TARG DATERET R6 963 REGISTERED INVESTMENT COMPANY MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $482K | 3.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $215K | 1.4% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $133K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $118K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $117K | 0.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $110K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $104K | 0.7% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $92K | 0.6% | |
| BARON DISCOVERY FUND R6 | Registered Investment Companies | — | — | $87K | 0.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $87K | 0.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $77K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $60K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $50K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $40K | 0.3% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $33K | 0.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $29K | 0.2% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $25K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| PARAMETRIC INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
