American & Efird LLC's EIN is 45-3709699.
Download the official 2024 Form 5500 (PDF) for American & Efird LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American & Efird LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | — | WELLESLEY HILLS, MA | INVESTMENT MANAGER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | — | WACO, TX | TRUSTEE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Mutual Funds | — | — | $3.9M | 10.9% | |
| Wilmington Trust Europacific Growth Trust Fund | Common Collective Trusts | — | $3.6M | $3.8M | 10.5% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | $1.7M | $1.7M | 4.7% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | $1.7M | $1.7M | 4.6% | |
| Money market funds Allspring 100% Treasury Money Market Fund | Cash / Money Market | — | $939K | $939K | 2.6% | |
| Allspring Special Small Cap Value Fund | Other securities | — | $920K | $892K | 2.5% | |
| Neuberger Berman Small Cap Growth Fund | Other securities | — | $689K | $864K | 2.4% | |
| Blackstone Alternative Multi-Strategy Fund | Other securities | — | $367K | $372K | 1.0% | |
| Nexpoint Merger Arbitrage Fund | Other securities | — | $364K | $367K | 1.0% | |
| Credit Suisse Commodity Return Strategy Fund | Other securities | — | $350K | $354K | 1.0% | |
| DWS Real Estate Securities Fund | Other securities | — | $304K | $314K | 0.9% | |
| Asset-backed securities FREMF Mortgage 3.579% interest, 06/25/48, par value 280,000 | Bonds / Notes | — | $272K | $278K | 0.8% | |
| Corporate and municipal bonds VR Bank of America 2.087% interest, 06/14/29, par value 290,000 | Bonds / Notes | — | $256K | $263K | 0.7% | |
| Apple Inc 4.375% interest, 05/13/45, par value 290,000 | Bonds / Notes | — | $272K | $256K | 0.7% | |
| SFAVE Commercial 4.388% interest, 01/05/35, par value 300,000 | Bonds / Notes | — | $196K | $251K | 0.7% | |
| Shops at Crystal 3.731% interest, 07/05/36, par value 250,000 | Bonds / Notes | — | $211K | $241K | 0.7% | |
| KIMCO Realty Corp 2.800% interest, 10/01/26, par value 220,000 | Bonds / Notes | — | $208K | $213K | 0.6% | |
| Wells Fargo 4.300% interest, 07/22/27, par value 210,000 | Bonds / Notes | — | $206K | $207K | 0.6% | |
| Midamerican Energy 4.250% interest, 07/15/49, par value 255,000 | Bonds / Notes | — | $221K | $207K | 0.6% | |
| Sunoco Logistics Par 3.900% interest, 07/15/26, par value 195,000 | Bonds / Notes | — | $190K | $192K | 0.5% | |
| U.S. government securities US Treasury 3.875% interest, 08/15/34, par value 200,000 | U.S. Treasuries | — | $203K | $189K | 0.5% | |
| US Treasury Strips, 05/15/44, par value 500,000 | U.S. Treasuries | — | $204K | $188K | 0.5% | |
| Verizon Communications 4.016% interest, 12/03/29, par value 192,000 | Bonds / Notes | — | $186K | $184K | 0.5% | |
| US Treasury Strips, 05/15/46, par value 540,000 | U.S. Treasuries | — | $202K | $184K | 0.5% | |
| Manufacturers & Traders Trust 3.400% interest, 08/17/27, par value 190,000 | Bonds / Notes | — | $176K | $183K | 0.5% | |
| US Treasury 4.250% interest, 06/30/29, par value 180,000 | U.S. Treasuries | — | $179K | $179K | 0.5% | |
| PNC Bank 4.050% interest, 07/26/28, par value 185,000 | Bonds / Notes | — | $178K | $179K | 0.5% | |
| American Tower 2.750% interest, 01/15/27, par value 185,000 | Bonds / Notes | — | $173K | $178K | 0.5% | |
| Private placement securities Boston Gas Company 3.001% interest, 08/01/29, par value 195,000 | Structured Credit (CLO/ABS) | — | $175K | $177K | 0.5% | |
| Santander Drive 4.490% interest, 08/15/29, par value 175,000 | Bonds / Notes | — | $171K | $175K | 0.5% | |
| VR Goldman Sachs Group 1.992% interest, 01/27/32, par value 200,000 | Bonds / Notes | — | $162K | $165K | 0.5% | |
| Anheuser-Busch Inbev 5.450% interest, 01/23/39, par value 160,000 | Bonds / Notes | — | $161K | $160K | 0.4% | |
| SLG Office Trust 2.585% interest, 07/15/41, par value 190,000 | Bonds / Notes | — | $157K | $160K | 0.4% | |
| US Treasury Strips, 05/15/45, par value 440,000 | U.S. Treasuries | — | $172K | $158K | 0.4% | |
| Walmart Inc 4.050% interest, 06/29/48, par value 185,000 | Bonds / Notes | — | $169K | $152K | 0.4% | |
| Ameren Illinois Co 3.700% interest, 12/01/47, par value 200,000 | Bonds / Notes | — | $163K | $151K | 0.4% | |
| US Treasury 4.125% interest, 10/31/26, par value 150,000 | U.S. Treasuries | — | $150K | $150K | 0.4% | |
| VR JPMorgan Chase 3.882% interest, 07/24/38, par value 175,000 | Bonds / Notes | — | $155K | $149K | 0.4% | |
| Burlington Northern 5.150% interest, 09/01/43, par value 150,000 | Bonds / Notes | — | $153K | $144K | 0.4% | |
| Florida Power & Light 4.050% interest, 10/01/44, par value 175,000 | Bonds / Notes | — | $149K | $143K | 0.4% | |
| VR Branch Banking 2.636% interest, 09/17/29, par value 145,000 | Bonds / Notes | — | $136K | $141K | 0.4% | |
| US Treasury Strips, 05/15/43, par value 350,000 | U.S. Treasuries | — | $149K | $138K | 0.4% | |
| US Treasury 0.000% interest, 05/15/49, par value 460,000 | U.S. Treasuries | — | $155K | $136K | 0.4% | |
| Comcast Corp 4.250% interest, 01/15/33, par value 145,000 | Bonds / Notes | — | $138K | $135K | 0.4% | |
| US Treasury 0.000% interest, 05/15/48, par value 430,000 | U.S. Treasuries | — | $149K | $133K | 0.4% | |
| Microsoft Corp 2.921% interest, 03/17/52, par value 200,000 | Bonds / Notes | — | $148K | $132K | 0.4% | |
| Pfizer Inc 5.300% interest, 05/19/53, par value 140,000 | Bonds / Notes | — | $143K | $131K | 0.4% | |
| Bank of Nova Scotia 2.450% interest, 02/02/32, par value 155,000 | Bonds / Notes | — | $129K | $129K | 0.4% | |
| Amazon.com 2.500% interest, 06/03/50, par value 215,000 | Bonds / Notes | — | $143K | $128K | 0.4% | |
| Telefonica Emosiones 4.103% interest, 03/08/27, par value 130,000 | Bonds / Notes | — | $127K | $128K | 0.4% |
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 |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | 20-5907591 | — | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 23-2293237 | — | ACTUARY | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | ADMINISTRATOR | $41K | — |
