AHI International, LLC's EIN is 36-2522329.
Download the official 2024 Form 5500 (PDF) for AHI International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AHI International, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANS, LLC | 36-4389114 | — | RECORDKEEPER | $35K | — |
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 Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 26.6% | |
| BlackRock LifePath Index 2030 Fund Class K | Other securities | — | — | $1.2M | 11.1% | |
| BlackRock LifePath Index 2040 Fund Class K | Other securities | — | — | $1.0M | 9.3% | |
| BlackRock LifePath Index 2050 Fund Class K | Other securities | — | — | $699K | 6.2% | |
| Alliance Bernstein AllianceBernstein Large Cap Growth Fund Class Z | Mutual Funds | — | — | $671K | 6.0% | |
| MFS Investment Management MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $534K | 4.8% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $345K | 3.1% | |
| BlackRock LifePath Index Retirement Fund Class K | Other securities | — | — | $342K | 3.1% | |
| BlackRock LifePath Index 2035 Fund Class K | Other securities | — | — | $339K | 3.0% | |
| BlackRock LifePath Index 2060 Fund Class K | Other securities | — | — | $332K | 3.0% | |
| PRINCIPAL EQUITY INC FD T-A-1 PRINCIPAL FINANCIAL GROUP, INC. · EIN 42-1520346 / PN 001 | Common Collective Trust | — | — | $318K | 2.8% | |
| BlackRock Total Return Fund Class K | Other securities | — | — | $267K | 2.4% | |
| American Century Investments American Century Mid Cap Value Fund Class R6 | Other securities | — | — | $236K | 2.1% | |
| Capital Group (American Funds) American Funds New World Fund Class R6 | Mutual Funds | — | — | $233K | 2.1% | |
| BlackRock LifePath Index 2045 Fund Class K | Other securities | — | — | $215K | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $186K | 1.7% | |
| BlackRock LifePath Index 2055 Fund Class K | Other securities | — | — | $185K | 1.7% | |
| J.P. Morgan Asset Management JPMorgan Small Cap Value Fund Class R6 | Other securities | — | — | $180K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $159K | 1.4% | |
| BlackRock Inflation Protected Bond Portfolio Class K | Other securities | — | — | $159K | 1.4% | |
| Capital Group (American Funds) American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $141K | 1.3% | |
| J.P. Morgan Asset Management JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $98K | 0.9% | |
| Janus Henderson Investors Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $95K | 0.9% | |
| Participant loans Interest rates from 4.25% to 10.50% - 0 - | Bonds / Notes | — | — | $86K | 0.8% | |
| RELIANCE TRUST NY LIFE ANCHOR SER I RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $78K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
