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, 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 | $11K | — |
| 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 500 Index 9,160 | Common Collective Trusts | — | — | $1.9M | 15.7% | |
| JPMorgan Large Cap Growth R6 16,330 | Other securities | — | — | $1.4M | 11.5% | |
| Hartford International Opportunities R6 50,727 | Other securities | — | — | $976K | 8.2% | |
| Ei Fixed Account - Series Class I | Other securities | — | — | $878K | 7.4% | |
| Fidelity Advisor Total Bond Z 79,022 | Mutual Funds | — | — | $742K | 6.2% | |
| Fidelity Freedom Index 2035 Instl Prem 26,699 | Mutual Funds | — | — | $623K | 5.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $549K | 4.6% | |
| Fidelity Freedom Index 2040 Instl Prem 21,038 | Mutual Funds | — | — | $518K | 4.3% | |
| Fidelity Freedom Index 2055 Instl Prem 22,620 | Mutual Funds | — | — | $483K | 4.1% | |
| Fidelity Freedom Index 2030 Instl Prem 20,028 | Mutual Funds | — | — | $404K | 3.4% | |
| Fidelity Total International Index 24,409 | Mutual Funds | — | — | $328K | 2.8% | |
| Fidelity Freedom Index 2050 Instl Prem 12,175 | Mutual Funds | — | — | $316K | 2.7% | |
| American Funds New World R6 3,722 | Mutual Funds | — | — | $286K | 2.4% | |
| MFS Moderate Allocation R6 11,746 | Mutual Funds | — | — | $230K | 1.9% | |
| Fidelity Small Cap Index 8,037 | Mutual Funds | — | — | $222K | 1.9% | |
| Fidelity Mid Cap Index 6,270 | Mutual Funds | — | — | $212K | 1.8% | |
| Fidelity Freedom Index 2045 Instl Prem 8,146 | Mutual Funds | — | — | $211K | 1.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $183K | 1.5% | |
| Fidelity Freedom Index 2060 Instl Prem 9,258 | Mutual Funds | — | — | $168K | 1.4% | |
| Fidelity Freedom Index 2025 Instl Prem 7,815 | Mutual Funds | — | — | $145K | 1.2% | |
| Fidelity Us Bond Index 13,448 | Mutual Funds | — | — | $137K | 1.2% | |
| BlackRock Mid-Cap Growth Equity K 2,765 | Other securities | — | — | $120K | 1.0% | |
| Franklin Small Cap Value R6 1,968 | Mutual Funds | — | — | $119K | 1.0% | |
| JPMorgan Government Bond R6 11,863 | U.S. Treasuries | — | — | $112K | 0.9% | |
| Invesco Discovery R6 852 | Mutual Funds | — | — | $107K | 0.9% | |
| MFS Growth Allocation R6 3,921 | Mutual Funds | — | — | $96K | 0.8% | |
| BlackRock High Yield Bond Portfolio K 12,890 | Other securities | — | — | $92K | 0.8% | |
| Fidelity Freedom Index 2065 Instl Prem 5,348 | Mutual Funds | — | — | $78K | 0.7% | |
| BlackRock Global Allocation K 3,774 | Other securities | — | — | $70K | 0.6% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value R6 3,053 | Other securities | — | — | $47K | 0.4% | |
| PGIM Us Real Estate R6 2,348 | Other securities | — | — | $36K | 0.3% | |
| BlackRock Commodity Strategies K 3,632 | Other securities | — | — | $30K | 0.3% | |
| Fidelity Freedom Index Inc Instl Prem 2,433 | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity Freedom Index 2010 Instl Prem 31 ** 402 Fidelity Freedom Index 2015 Instl Prem 28 ** 404 Fidelity Freedom Index 2020 Instl Prem 1,237 | Mutual Funds | — | — | $20K | 0.2% | |
| MFS Aggressive Growth Allocation R6 420 | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Freedom Index 2070 Instl Prem 1,136 | Mutual Funds | — | — | $12K | <0.1% | |
| DFA Inflation-Protected Securities I 1,050 | Mutual Funds | — | — | $11K | <0.1% | |
| MFS Conservative Allocation R6 666 | Mutual Funds | — | — | $11K | <0.1% | |
| PIMCO Income Instl 883 | Mutual Funds | — | — | $9K | <0.1% | |
| PGIM Global Total Return R6 1,696 | Other securities | — | — | $9K | <0.1% | |
| Fidelity Advisor Intl Small Cap Z 84 | Mutual Funds | — | — | $3K | <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 |
| $24K |
| — |
