Carrie HYDE signed Americollect, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Americollect, Inc.'s EIN is 39-1035218.
Download the official 2024 Form 5500 (PDF) for Americollect, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Americollect, Inc.'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | RECORDKEEPER/BOOKKEEPER | $63K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 20.1% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.5M | 12.9% | |
| DFA US Large Cap Value Fund | Mutual Funds | — | — | $1.1M | 8.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $845K | 7.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $791K | 6.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $753K | 6.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $699K | 5.8% | |
| American Funds American Funds New World Fund Inc | Mutual Funds | — | — | $577K | 4.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $508K | 4.2% | |
| T. Rowe Price T. Rowe Price Integrated Small Cap Growth Fund | Other securities | — | — | $445K | 3.7% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $426K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $367K | 3.1% | |
| PGIM High Yield Fund | Other securities | — | — | $361K | 3.0% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $313K | 2.6% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $297K | 2.5% | |
| Various Maturities | Other securities | — | — | $250K | 2.1% | |
| Principal Global Real Estate Securities | Other securities | — | — | $229K | 1.9% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $229K | 1.9% | |
| American Funds American Funds Capital World Bond Fund | Mutual Funds | — | — | $36K | 0.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $20K | 0.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $15K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| (E) | Other securities | — | $36K | $15K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1K | <0.1% | |
| ASSOCIATED BALANCED LIFESTAGE ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED GROWTH BALANCED LIF ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED CONSERVATIVE GROWTH ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED GROWTH LIFESTAGE FU ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ASSOCIATED CONSERVATIVE BALANC ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
