George Metzger signed AAI Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAI Associates, Inc.'s EIN is 35-2442153.
Download the official 2024 Form 5500 (PDF) for AAI Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AAI Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $55K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | SERVICE PROVIDER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Nuveen Lifecycle Index 2035 Fund Institutional | Mutual Funds | — | $53K | $1.4M | 11.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | $6K | $1.1M | 9.5% | |
| Nuveen Lifecycle Index 2045 Fund Institutional | Mutual Funds | — | $31K | $942K | 7.8% | |
| Putnam Large Cap Growth Fund Class Y | Mutual Funds | — | $11K | $837K | 7.0% | |
| Nuveen Lifecycle Index 2055 Fund Institutional | Mutual Funds | — | $29K | $750K | 6.2% | |
| Nuveen Lifecycle Index 2025 Fund Institutional | Mutual Funds | — | $32K | $685K | 5.7% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | $4K | $505K | 4.2% | |
| Vanguard 500 Index Fund Admiral 912 | Common Collective Trusts | — | — | $495K | 4.1% | |
| Vanguard Windsor Fund Admiral | Mutual Funds | — | $6K | $450K | 3.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $18K | $428K | 3.6% | |
| Nuveen Lifecycle Index 2050 Fund Institutional | Mutual Funds | — | $12K | $368K | 3.1% | |
| Nuveen Lifecycle Index 2040 Fund Institutional | Mutual Funds | — | $12K | $356K | 3.0% | |
| Victory Sycamore Established Value I | Other securities | — | $8K | $349K | 2.9% | |
| Artisan International Value Fund Institutional | Other securities | — | $6K | $301K | 2.5% | |
| Nuveen Lifecycle Index 2030 Fund Institutional | Mutual Funds | — | $12K | $292K | 2.4% | |
| Nationwide Geneva Small Cap Growth Fund Inst Svc | Other securities | — | $2K | $201K | 1.7% | |
| American Funds New World R6 | Mutual Funds | — | $3K | $198K | 1.7% | |
| Vanguard Target Retirement 2055 Fund Investor | Mutual Funds | — | $3K | $167K | 1.4% | |
| Vanguard GNMA Fund Admiral | Agency / Mortgage-Backed | — | $15K | $138K | 1.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $13K | $133K | 1.1% | |
| Vanguard Target Retirement 2050 Fund Investor | Mutual Funds | — | $2K | $119K | 1.0% | |
| Baron Partners Fund Institutional Shares 500 | Other securities | — | — | $110K | 0.9% | |
| Vanguard Total International Stock Index Fund Adm | Common Collective Trusts | — | $3K | $104K | 0.9% | |
| T Rowe Price Blue Chip Growth Fund 544 | Mutual Funds | — | — | $101K | 0.8% | |
| Principal MidCap R6 | Other securities | — | $2K | $88K | 0.7% | |
| Nuveen Lifecycle Index 2060 Fund Institutional | Mutual Funds | — | $4K | $87K | 0.7% | |
| PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional | Mutual Funds | — | $8K | $82K | 0.7% | |
| Baird Core Plus Bond Fund Institutional | Other securities | — | $8K | $79K | 0.7% | |
| DFA International Large Cap Growth | Mutual Funds | — | $5K | $76K | 0.6% | |
| BlackRock 80/20 Target Allocation Fund Class Institutional | Other securities | — | $4K | $67K | 0.6% | |
| Vanguard Information Technology Index Fund Admiral Shares 193 | Common Collective Trusts | — | — | $61K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS maturities through 2028 | Other securities | — | — | $48K | 0.4% | |
| State Street Balanced Index Fund | Common Collective Trusts | — | $4K | $47K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | $2K | $43K | 0.4% | |
| Fidelity International Index Fund 808 | Common Collective Trusts | — | — | $38K | 0.3% | |
| GROUP ANNUITY CONTRACT * Nationwide Fixed Select Contract | Common Stocks | — | $30K | $32K | 0.3% | |
| Fidelity Mid Cap Index Fund 809 | Common Collective Trusts | — | — | $27K | 0.2% | |
| Fidelity Small Cap Index Fund 963 | Common Collective Trusts | — | — | $27K | 0.2% | |
| LeggMason Clear Bridge Large Cap Growth Index 338 | Other securities | — | — | $25K | 0.2% | |
| Goldman Sachs Global Core Fixed Income Fund Inst | Other securities | — | $2K | $23K | 0.2% | |
| Brown Advisory Sustainable Growth Fund Institutional Shares 369 | Other securities | — | — | $20K | 0.2% | |
| Federated Hermes Short-Intermediate Total Return Bond Fund Institution | Other securities | — | $2K | $18K | 0.1% | |
| DFA US Small Cap Portfolio Institutional 326 | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $1K | $15K | 0.1% | |
| Goldman Sachs International Small Cap Insights Fund Institutional Class | Other securities | — | $1K | $14K | 0.1% | |
| Nuveen Lifecycle Index 2020 Fund Institutional 749 | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2060 Fund Investor 259 | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Wellesley Income Fund Admiral Shares 212 | Mutual Funds | — | — | $13K | 0.1% | |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I 220 | Common Stocks | — | — | $12K | 0.1% | |
| Fidelity Real Estate Index Fund 696 | Common Collective Trusts | — | — | $11K | <0.1% |
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 |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $23K | — |
| CETERA ADVISORS, LLC | 84-0858799 | — | SERVICE PROVIDER | $13K | — |
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | SERVICE PROVIDER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | SERVICE PROVIDER | $11K | — |
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | SERVICE PROVIDER | $780 | — |
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | SERVICE PROVIDER | $178 | — |
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | SERVICE PROVIDER | $0 | — |
