Steven Amelio signed 365 Operating Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
365 Operating Company, LLC's EIN is 46-0938104.
Download the official 2024 Form 5500 (PDF) for 365 Operating Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)365 Operating Company, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vngrd 500 Idx Adml Class Mutual Fund | Common Collective Trusts | — | — | $2.4M | 13.7% | |
| Amfds 2045 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $2.1M | 12.4% | |
| Lrdabt Gr Ldrs R5 Mutual Fund | Other securities | — | — | $1.4M | 8.4% | |
| Amfds 2025 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $1.2M | 7.0% | |
| Amfds 2035 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $1.1M | 6.2% | |
| Amfds 2050 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $867K | 5.0% | |
| Amfds 2040 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $863K | 5.0% | |
| Vngrd Mid-Cap Idx Fd As Mutual Fund | Common Collective Trusts | — | — | $862K | 5.0% | |
| Amfds 2010 Trgtdtrtrmt R5 Mutual Fund | Other securities | — | — | $644K | 3.7% | |
| Amfds 2055 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $605K | 3.5% | |
| Vngrd Eqty Inc Adml Mutual Fund | Common Stocks | — | — | $594K | 3.5% | |
| Vngrd Intl Gr Adml Mutual Fund | Other securities | — | — | $537K | 3.1% | |
| Amfds 2030 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $530K | 3.1% | |
| Jnshndrsn Entrp N Mutual Fund | Other securities | — | — | $528K | 3.1% | |
| Vngrd Divd Gr Inv Mutual Fund | Other securities | — | — | $493K | 2.9% | |
| Jpm Smcap Eq R5 Mutual Fund | Other securities | — | — | $330K | 1.9% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | Other securities | — | — | $253K | 1.5% | |
| Amfds 2020 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $222K | 1.3% | |
| Vctry Sycamore Estblshd Vl Cl Mutual Fund | Other securities | — | — | $215K | 1.2% | |
| Amfds 2060 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $201K | 1.2% | |
| Notes receivable from participants Interest rates of 4.25%-10.50% | Bonds / Notes | — | — | $200K | 1.2% | |
| Amfds Cap Inc Bldr R6 Mutual Fund | Common Stocks | — | — | $195K | 1.1% | |
| Pgim Hi Yld Z Mutual Fund | Other securities | — | — | $188K | 1.1% | |
| Pimco Inc Inst Mutual Fund | Mutual Funds | — | — | $150K | 0.9% | |
| Prncpl Rl Est Scrts Instit Cl Mutual Fund | Other securities | — | — | $125K | 0.7% | |
| Jpm Cor Bd R6 Mutual Fund | Other securities | — | — | $121K | 0.7% | |
| Lncln Stbl Cl Acc Mutual Fund | Other securities | — | — | $115K | 0.7% | |
| Allspring Spcl Smll Cp Vl Mutual Fund | Other securities | — | — | $92K | 0.5% | |
| Amfds 2015 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $58K | 0.3% | |
| Amfds 2065 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| FIXED FUND NATIONWIDE INSURANCE · EIN 31-4156830 / 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.
