Laurie a Bollig signed Advertisers Press Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advertisers Press Inc.'s EIN is 39-1136766.
Download the official 2023 Form 5500 (PDF) for Advertisers Press Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Advertisers Press Inc.'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 |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | — | MILWAUKEE, WI | NONE | $46K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $33K | — |
| WEGNER CPAS, LLP | 39-0974031 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Large-Cap Growth Fund | Other securities | — | — | $5.3M | 18.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $3.4M | 11.8% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2.8M | 9.8% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $2.8M | 9.8% | |
| PIMCO All Assets Value Fund | Mutual Funds | — | — | $2.6M | 9.0% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $1.9M | 6.5% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.8M | 6.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.8M | 6.2% | |
| American Funds New Perspective Growth Fund | Mutual Funds | — | — | $1.8M | 6.1% | |
| BR Advntage SC CR BR Advantage Sc CR | Other securities | — | — | $1.5M | 5.3% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $518K | 1.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $515K | 1.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $439K | 1.5% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $426K | 1.5% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $337K | 1.2% | |
| MORLEY STABLE VALUE 75 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $251K | 0.9% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $129K | 0.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $108K | 0.4% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $79K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $77K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $69K | 0.2% | |
| T. Rowe Price Value I | Other securities | — | — | $68K | 0.2% | |
| participants with maturities through 2029 -0- | Other securities | — | — | $38K | 0.1% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
