Thomas HEIM signed AJS Shared Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AJS Shared Services, LLC's EIN is 46-3730756.
Download the official 2024 Form 5500 (PDF) for AJS Shared Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AJS Shared Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | Common Collective Trusts | — | — | $6.3M | 14.2% | |
| " Freedom 2035 - | Other securities | — | — | $3.4M | 7.6% | |
| " Freedom 2025 - | Other securities | — | — | $3.0M | 6.8% | |
| " Freedom 2030 - | Other securities | — | — | $3.0M | 6.8% | |
| " Government Money Market - | Cash / Money Market | — | — | $2.8M | 6.4% | |
| " Freedom 2045 - | Other securities | — | — | $2.4M | 5.5% | |
| " Freedom 2020 - | Other securities | — | — | $2.2M | 5.0% | |
| " Freedom 2040 - | Other securities | — | — | $2.0M | 4.5% | |
| " Seligman Technology & Information - | Other securities | — | — | $1.9M | 4.4% | |
| " Mid Cap Index - | Other securities | — | — | $1.6M | 3.7% | |
| " Freedom 2055 - | Other securities | — | — | $1.5M | 3.5% | |
| Janus Henderson Forty - | Mutual Funds | — | — | $1.5M | 3.4% | |
| " Freedom 2050 - | Other securities | — | — | $1.3M | 3.0% | |
| Putnam Large Cap Value - | Mutual Funds | — | — | $1.2M | 2.7% | |
| " Freedom 2060 - | Other securities | — | — | $1.2M | 2.7% | |
| Calvert Equity - | Other securities | — | — | $908K | 2.1% | |
| " Small Cap Index - | Other securities | — | — | $649K | 1.5% | |
| Delaware Ivy Mid Cap Growth - | Other securities | — | — | $530K | 1.2% | |
| " Small Cap Growth - | Other securities | — | — | $528K | 1.2% | |
| " Capital and Income - | Other securities | — | — | $512K | 1.2% | |
| Invesco Gold & Special Minerals - | Mutual Funds | — | — | $507K | 1.2% | |
| Blackrock Global Allocation - | Other securities | — | — | $473K | 1.1% | |
| " Freedom 2015 - | Other securities | — | — | $451K | 1.0% | |
| " Oppenheimer International Growth - | Mutual Funds | — | — | $404K | 0.9% | |
| American Century Government Bond - | U.S. Treasuries | — | — | $400K | 0.9% | |
| " Freedom 2010 - | Other securities | — | — | $377K | 0.9% | |
| Columbia Select Mid Cap Value - | Other securities | — | — | $365K | 0.8% | |
| " Strategic Income - | Other securities | — | — | $351K | 0.8% | |
| " International Index - | Other securities | — | — | $344K | 0.8% | |
| " U.S. Bond Index - | Other securities | — | — | $294K | 0.7% | |
| Eaton Vance Large Cap Value - | Other securities | — | — | $281K | 0.6% | |
| Other Party Involved (Rate of Interest) Cost Value J P Morgan Emerging Markets Equity - | Other securities | — | — | $250K | 0.6% | |
| " Inflation Adjusted Bond - | Other securities | — | — | $245K | 0.6% | |
| " Freedom 2065 - | Other securities | — | — | $239K | 0.5% | |
| Dodge & Cox International Stock - | Mutual Funds | — | — | $145K | 0.3% | |
| Undiscovered Managers Behavioral Value - | Other securities | — | — | $128K | 0.3% | |
| " Freedom Income - | Other securities | — | — | $62K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
