Lydia ELIE signed AAM. LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAM. LLC's EIN is 42-1683910.
Download the official 2025 Form 5500 (PDF) for AAM. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)AAM. LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company American Funds 2030 Target Date | Mutual Funds | — | — | $6.0M | 18.6% | |
| Principal Trust Company American Funds 2035 Target Date | Mutual Funds | — | — | $4.2M | 12.9% | |
| Principal Trust Company American Funds 2040 Target Date | Mutual Funds | — | — | $3.7M | 11.4% | |
| Principal Trust Company American Funds 2050 Target Date | Mutual Funds | — | — | $3.3M | 10.2% | |
| Principal Trust Company American Funds 2025 Target Date | Mutual Funds | — | — | $2.8M | 8.8% | |
| Principal Trust Company American Funds 2045 Target Date | Mutual Funds | — | — | $2.2M | 6.8% | |
| Principal Trust Company American Funds 2055 Target Date | Mutual Funds | — | — | $1.6M | 5.0% | |
| Principal Trust Company Principal Large Cap S&P 500 Index | Common Collective Trusts | — | — | $1.0M | 3.1% | |
| Principal Trust Company American Funds 2060 Target Date | Mutual Funds | — | — | $983K | 3.0% | |
| Principal Trust Company American Funds 2020 Target Date | Mutual Funds | — | — | $941K | 2.9% | |
| Principal Trust Company Principal Mid Cap | Common Stocks | — | — | $760K | 2.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $757K | 2.3% | |
| Notes receivable from participants Maturing at various times through 2029 -0- | Other securities | — | — | $727K | 2.2% | |
| Principal Trust Company Goldman Sachs Small Cap Value Insights | Common Stocks | — | — | $440K | 1.4% | |
| Principal Trust Company American Funds 2015 Target Date | Mutual Funds | — | — | $431K | 1.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $393K | 1.2% | |
| Principal Trust Company American Funds 2065 Target Date | Mutual Funds | — | — | $359K | 1.1% | |
| Principal Trust Company MFS International Growth | Mutual Funds | — | — | $293K | 0.9% | |
| Principal Trust Company PGIM Total Return Bond | Common Stocks | — | — | $275K | 0.9% | |
| Principal Trust Company Fidelity Advisor Focused Emerging Markets | Mutual Funds | — | — | $253K | 0.8% | |
| Investment Contract * Principal Trust Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $241K | 0.7% | |
| Principal Trust Company Principal Small Cap S&P 600 Index | Common Stocks | — | — | $194K | 0.6% | |
| Principal Trust Company American Funds 2010 Target Date | Mutual Funds | — | — | $173K | 0.5% | |
| Principal Trust Company American Funds Moderate Growth and Income | Mutual Funds | — | — | $139K | 0.4% | |
| Principal Trust Company Columbia Balanced I3 | Common Stocks | — | — | $87K | 0.3% | |
| Principal Trust Company American Funds 2070 Target Date | Mutual Funds | — | — | $33K | 0.1% | |
| accordance with 29 CFR 2520.103-5. Our audit did not extend to the certified investment information, except for | Other securities | — | — | $3K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $6K | — |
