Daniel Frerichs signed AF Holding Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AF Holding Co.'s EIN is 37-1387036.
Download the official 2024 Form 5500 (PDF) for AF Holding Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AF Holding Co.'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH MOORE | — | OVERLAND, KS | BROKER/ADVISER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K 8,924 shares | Common Collective Trusts | — | — | $6.1M | 12.9% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 304,700 shares | Mutual Funds | — | — | $5.3M | 11.1% | |
| JPMORGAN LARGE CAP GROWTH R6 44,342 shares | Other securities | — | — | $3.7M | 7.8% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K 22 shares 331 MFS INTL DIVERSIFICATION R6 119,263 shares | Mutual Funds | — | — | $2.7M | 5.7% | |
| MFS VALUE R6 54,022 shares | Mutual Funds | — | — | $2.6M | 5.5% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 122,312 shares | Mutual Funds | — | — | $2.3M | 4.9% | |
| ISHARES RUSSEL MID-CAP INDEX K 146,658 shares | Other securities | — | — | $2.2M | 4.6% | |
| ISHARES U.S. AGGREGATE BOND INDEX K 22 shares 199 DODGE & COX INCOME - I 167,860 shares | Mutual Funds | — | — | $2.1M | 4.4% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 94,620 shares | Mutual Funds | — | — | $2.0M | 4.2% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.8% | |
| JPMORGAN MID CAP GROWTH R6 34,498 shares | Other securities | — | — | $1.8M | 3.8% | |
| EMPOWER GUARANTEED INCOME FUND 60,678 shares | Other securities | — | — | $1.5M | 3.2% | |
| ISHARES RUSSEL 2000 SMALL-CAP INDEX K 61,757 shares | Other securities | — | — | $1.5M | 3.2% | |
| AMERICAN FUNDS STRATEGIC BOND R6 167,363 shares | Mutual Funds | — | — | $1.5M | 3.2% | |
| PIMCO INCOME INSTL 28,852 shares | Mutual Funds | — | — | $1.3M | 2.8% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 61,255 shares | Mutual Funds | — | — | $1.3M | 2.6% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 85,981 shares | Mutual Funds | — | — | $1.2M | 2.4% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 75,485 shares | Mutual Funds | — | — | $1.1M | 2.4% | |
| MFS MID CAP VALUE R6 30,138 shares | Mutual Funds | — | — | $958K | 2.0% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 43,549 shares | Mutual Funds | — | — | $910K | 1.9% | |
| COHEN & STEERS REAL ESTATE SECURITIES I 42,539 shares | Other securities | — | — | $734K | 1.5% | |
| T. ROWE PRICE ALL-CAP OPPORTUNITIES I 8,127 shares | Other securities | — | — | $597K | 1.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 22,272 shares | Mutual Funds | — | — | $589K | 1.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 25,794 shares | Mutual Funds | — | — | $462K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 4,543 shares | Mutual Funds | — | — | $350K | 0.7% | |
| PIMCO COMMODITIESPLUS STRATEGY INSTL 22,378 shares | Mutual Funds | — | — | $149K | 0.3% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 7,621 shares | Mutual Funds | — | — | $133K | 0.3% | |
| EATON VANCE INCOME FUND OF BOSTON R6 25,196 shares | Other securities | — | — | $131K | 0.3% | |
| AMERICAN FUNDS 2070 TRGT DATE RETIRE R6 2,500 shares | Mutual Funds | — | — | $27K | <0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 2,059 shares | Mutual Funds | — | — | $25K | <0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 266 shares | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $5K | — |
