Sharon Williamson signed AMLI Management Company's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMLI Management Company's EIN is 36-3377545.
Download the official 2022 Form 5500 (PDF) for AMLI Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)AMLI Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | — | CHICAGO, IL | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral # | Mutual Funds | — | — | $5.1M | 9.5% | |
| Vanguard Target Retirement 2045 Fund # | Mutual Funds | — | — | $4.7M | 8.8% | |
| Vanguard Target Retirement 2035 Fund # | Mutual Funds | — | — | $4.3M | 8.1% | |
| Vanguard Target Retirement 2040 Fund # | Mutual Funds | — | — | $4.1M | 7.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.1M | 7.6% | |
| Vanguard US Growth Fund Admiral # | Mutual Funds | — | — | $3.5M | 6.6% | |
| Vanguard Mid Cap Index Admiral # | Mutual Funds | — | — | $3.3M | 6.2% | |
| Vanguard Target Retirement 2050 Fund # | Mutual Funds | — | — | $3.3M | 6.1% | |
| Vanguard Target Retirement 2030 Fund # | Mutual Funds | — | — | $3.2M | 5.8% | |
| Vanguard Balanced Index Fund - Instl # 123 Vanguard Growth and Income Fund Admiral # | Common Collective Trusts | — | — | $3.0M | 5.6% | |
| Vanguard Small Cap Index Fund Admiral # | Common Collective Trusts | — | — | $2.5M | 4.6% | |
| Vanguard Target Retirement 2055 Fund # | Mutual Funds | — | — | $2.2M | 4.2% | |
| Vanguard International Growth Fund Admiral # | Mutual Funds | — | — | $2.2M | 4.1% | |
| Vanguard Target Retirement 2025 Fund # | Mutual Funds | — | — | $1.8M | 3.3% | |
| Vanguard Target Retirement 2020 Fund # | Mutual Funds | — | — | $1.7M | 3.2% | |
| Vanguard REIT Index Fund Admiral # | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| maturing through 2031) | Other securities | — | — | $1.1M | 2.0% | |
| Vanguard Total Bond Market Index # | Mutual Funds | — | — | $967K | 1.8% | |
| Vanguard Target Retirement 2060 Fund # | Mutual Funds | — | — | $623K | 1.2% | |
| Vanguard Inflation Protected Securities Fund # | Mutual Funds | — | — | $550K | 1.0% | |
| Holding Accounts * Dreyfus Government Cash Mgmt Instl # | Mutual Funds | — | — | $175K | 0.3% | |
| Vanguard Retirement Income # | Mutual Funds | — | — | $83K | 0.2% | |
| Dreyfus Government Cash Mgmt Instl # | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Total International Index # | Mutual Funds | — | — | $27K | <0.1% | |
| Vanguard Target Retirement 2065 Fund # | Mutual Funds | — | — | $15K | <0.1% | |
| Terminated Participant Terminated Participant Mgmt Acct # | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
