Scott Behling signed AFRY USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AFRY USA LLC's EIN is 39-1909415.
Download the official 2024 Form 5500 (PDF) for AFRY USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AFRY USA LLC'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Habor Capital Appreciation Fund Retirement N/R | Other securities | — | — | $2.6M | 14.0% | |
| Vanguard Index TR 500 Admiral Shares N/R | Mutual Funds | — | — | $2.5M | 13.4% | |
| Dodge & Cox Stock Fund N/R | Mutual Funds | — | — | $1.6M | 8.7% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.7% | |
| T. Rowe Price Mid Cap Value Fund I N/R | Other securities | — | — | $1.4M | 7.2% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.8% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.7% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $843K | 4.5% | |
| Wasatch Small Cap Growth Fund - Institutional N/R | Other securities | — | — | $796K | 4.2% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $767K | 4.1% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $666K | 3.5% | |
| American Century Equity Income R6 N/R | Other securities | — | — | $605K | 3.2% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $528K | 2.8% | |
| American Funds Europacific Growth Fund R6 N/R | Mutual Funds | — | — | $509K | 2.7% | |
| T. Rowe Price Overseas Stock Fund I N/R | Other securities | — | — | $435K | 2.3% | |
| Goldman Sachs Mid Cap Growth Fund R6 N/R | Other securities | — | — | $349K | 1.9% | |
| Vanguard Short-Term Investment Grade Admiral Shares N/R | Mutual Funds | — | — | $283K | 1.5% | |
| Vanguard Inflation Protected SEC Admiral Class N/R | Mutual Funds | — | — | $228K | 1.2% | |
| Janus Henderson Small Cap Value Fund N N/R | Mutual Funds | — | — | $227K | 1.2% | |
| Harbor Small Cap Growth Retirement N/R | Other securities | — | — | $151K | 0.8% | |
| Invesco Oppenheimer Developing Markets Fund - R6 N/R | Mutual Funds | — | — | $97K | 0.5% | |
| T. Rowe Price Retirement I 2065 Fund - I N/R | Other securities | — | — | $76K | 0.4% | |
| Goldman Sachs Small Cap Value Fund R6 N/R | Other securities | — | — | $70K | 0.4% | |
| T. Rowe Price Retirement I 2040 Fund - I N/R | Other securities | — | — | $66K | 0.4% | |
| T. Rowe Price Retirement I 2050 Fund - I N/R | Other securities | — | — | $66K | 0.3% | |
| Virtus Ceredex Mid-Cap Value Equity Fund - R6 N/R | Other securities | — | — | $43K | 0.2% | |
| T. Rowe Price Retirement I 2030 Fund - I N/R | Other securities | — | — | $28K | 0.2% | |
| T. Rowe Price Retirement I 2025 Fund - I N/R | Other securities | — | — | $27K | 0.1% | |
| T. Rowe Price Retirement I 2045 Fund - I N/R | Other securities | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement I 2060 Fund - I N/R | Other securities | — | — | $10K | <0.1% | |
| T. Rowe Price Retirement I 2035 Fund - I N/R | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement I 2055 Fund - I N/R | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement I 2015 Fund - I N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
