Carleen Lesser signed Ambassador Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ambassador Enterprises, LLC's EIN is 33-2234192.
Download the official 2024 Form 5500 (PDF) for Ambassador Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ambassador Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Instl Prem 25,868 | Mutual Funds | — | — | $481K | 15.7% | |
| Fidelity Freedom Index 2035 Instl Prem 17,318 | Mutual Funds | — | — | $404K | 13.2% | |
| Fidelity 500 Index 1,928 | Common Collective Trusts | — | — | $394K | 12.9% | |
| Fidelity Freedom Index 2045 Instl Prem 6,350 | Mutual Funds | — | — | $165K | 5.4% | |
| Jpmorgan Large Cap Growth R6 1,549 | Other securities | — | — | $130K | 4.2% | |
| Fidelity Freedom Index 2055 Instl Prem 5,996 | Mutual Funds | — | — | $128K | 4.2% | |
| Fidelity Freedom Index 2030 Instl Prem 5,888 | Mutual Funds | — | — | $119K | 3.9% | |
| Fidelity Total International Index 8,715 | Mutual Funds | — | — | $117K | 3.8% | |
| Fidelity Freedom Index 2060 Instl Prem 6,396 | Mutual Funds | — | — | $116K | 3.8% | |
| Hartford International Opportunities R6 5,222 | Other securities | — | — | $101K | 3.3% | |
| Fidelity Us Bond Index 8,232 | Mutual Funds | — | — | $84K | 2.8% | |
| Ei Fixed Account Series Class I | Other securities | — | — | $70K | 2.3% | |
| Fidelity Freedom Index 2040 Instl Prem 2,637 | Mutual Funds | — | — | $65K | 2.1% | |
| Fidelity Mid Cap Index 1,918 | Mutual Funds | — | — | $65K | 2.1% | |
| Fidelity Small Cap Index 2,322 | Mutual Funds | — | — | $64K | 2.1% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $60K | 2.0% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25%-9.50%, with maturities through June 2029 0 | Bonds / Notes | — | — | $59K | 1.9% | |
| PGIM Global Total Return R6 7,007 | Other securities | — | — | $36K | 1.2% | |
| Fidelity Freedom Index 2050 Instl Prem 1,297 | Mutual Funds | — | — | $34K | 1.1% | |
| Fidelity Freedom Index 2065 Instl Prem 2,100 | Mutual Funds | — | — | $31K | 1.0% | |
| Fidelity Freedom Index Inc Instl Prem 2,291 | Mutual Funds | — | — | $27K | 0.9% | |
| PIMCO Income Instl 2,527 | Mutual Funds | — | — | $27K | 0.9% | |
| MFS Aggressive Growth Allocation R6 870 | Mutual Funds | — | — | $26K | 0.9% | |
| PGIM Us Real Estate R6 1,500 | Other securities | — | — | $23K | 0.8% | |
| American Funds New World R6 284 | Mutual Funds | — | — | $22K | 0.7% | |
| BlackRock Commodity Strategies K 2,399 | Other securities | — | — | $20K | 0.7% | |
| DFA Inflation-Protected Securities I 1,670 | Mutual Funds | — | — | $18K | 0.6% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value R6 1,104 | Other securities | — | — | $17K | 0.6% | |
| Franklin Small Cap Value R6 265 | Mutual Funds | — | — | $16K | 0.5% | |
| Fidelity Advisor Total Bond Z 1 ** 2 Fidelity Freedom Index 2015 Instl Prem 1,112 | Mutual Funds | — | — | $16K | 0.5% | |
| BlackRock Global Allocation K 798 | Other securities | — | — | $15K | 0.5% | |
| MFS Conservative Allocation R6 898 | Mutual Funds | — | — | $15K | 0.5% | |
| MFS Moderate Allocation R6 695 | Mutual Funds | — | — | $14K | 0.4% | |
| MFS Growth Allocation R6 498 | Mutual Funds | — | — | $12K | 0.4% | |
| BlackRock Mid-Cap Growth Equity K 250 | Other securities | — | — | $11K | 0.4% | |
| Invesco Discovery R6 60 | Mutual Funds | — | — | $8K | 0.2% | |
| BlackRock High Yield Bond Portfolio K 960 | Other securities | — | — | $7K | 0.2% | |
| Jpmorgan Government Bond R6 535 | U.S. Treasuries | — | — | $5K | 0.2% | |
| Fidelity Freedom Index 2070 Instl Prem 403 | Mutual Funds | — | — | $4K | 0.1% | |
| Fidelity Advisor Intl Small Cap Z 67 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem 100 | Mutual Funds | — | — | $2K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $6K |
| — |
