Michael Beshears signed Ameriqual Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ameriqual Group, LLC's EIN is 35-2110138.
Download the official 2024 Form 5500 (PDF) for Ameriqual Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ameriqual Group, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
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 | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.9M | 13.5% | |
| Harbor Capital Appreciation Adm | Other securities | — | — | $4.8M | 9.4% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $4.7M | 9.2% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $3.3M | 6.4% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2.8M | 5.5% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $2.6M | 5.2% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $2.4M | 4.6% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $2.4M | 4.6% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $2.2M | 4.4% | |
| Fidelity Puritan | Mutual Funds | — | — | $2.1M | 4.0% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.6M | 3.2% | |
| Fidelity International Capital Appreciation K6 | Mutual Funds | — | — | $1.6M | 3.1% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $1.5M | 2.9% | |
| JP Morgan JPM US Value R6 | Other securities | — | — | $1.4M | 2.8% | |
| PIMCO Total Return I2 | Mutual Funds | — | — | $1.4M | 2.8% | |
| Fidelity Freedom 2070 ** 75 * Fidelity US Bond Index | Mutual Funds | — | — | $1.3M | 2.6% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $1.2M | 2.3% | |
| Black Rock BR ADV SC Core Inv A | Other securities | — | — | $1.2M | 2.3% | |
| Victory Sycamore ESTB Value A | Other securities | — | — | $1.0M | 2.0% | |
| Fidelity GLB EX US Index | Mutual Funds | — | — | $928K | 1.8% | |
| T. Rowe Price Diversified Growth | Other securities | — | — | $851K | 1.7% | |
| Fidelity EXTD Market Index | Mutual Funds | — | — | $492K | 1.0% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $396K | 0.8% | |
| Causeway Emerging Markets | Other securities | — | — | $376K | 0.7% | |
| Thornburg Str Income R6 | Other securities | — | — | $321K | 0.6% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $311K | 0.6% | |
| Janus Henderson J H Enterprise T | Mutual Funds | — | — | $271K | 0.5% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $252K | 0.5% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $146K | 0.3% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $143K | 0.3% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $108K | 0.2% | |
| Fidelity Brokeragelink Common stocks | Mutual Funds | — | — | $81K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $5K | — |
