Peggy Boyd signed AAAG Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAAG Holdings, Inc.'s EIN is 46-5654318.
Download the official 2024 Form 5500 (PDF) for AAAG Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AAAG Holdings, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $2.5M | $3.2M | 22.6% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.4M | $2.4M | 17.3% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | Common Collective Trusts | — | $2.2M | $2.2M | 15.9% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | Common Collective Trusts | — | $1.1M | $1.2M | 8.4% | |
| WESTERN ASSET CORE PLUS BD IS MUTUAL FUNDS | Other securities | — | $971K | $938K | 6.7% | |
| ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS | Common Collective Trusts | — | $680K | $729K | 5.2% | |
| VANGUARD INFLATION PROTECTED MUTUAL FUNDS | Mutual Funds | — | $659K | $628K | 4.5% | |
| T ROWE PRICE BLUE CHIP GRTH I MUTUAL FUNDS | Mutual Funds | — | $470K | $518K | 3.7% | |
| MFS MID CAP GROWTH FD R6 MUTUAL FUNDS | Mutual Funds | — | $410K | $417K | 3.0% | |
| PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS | Other securities | — | $347K | $361K | 2.6% | |
| LOAN FUND LOANS | Other securities | — | $307K | $307K | 2.2% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | Mutual Funds | — | $346K | $295K | 2.1% | |
| PGIM HIGH YIELD FUND R6 MUTUAL FUNDS | Other securities | — | $273K | $276K | 2.0% | |
| BLACKROCK EQUITY DIVIDEND CL K MUTUAL FUNDS | Other securities | — | $246K | $233K | 1.7% | |
| VANGUARD INTERNATIONAL VALUE MUTUAL FUNDS | Mutual Funds | — | $158K | $148K | 1.0% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | Other securities | — | $80K | $78K | 0.6% | |
| BLF FEDFUND MONEY MARKET 494 ALLSPRING SPECIAL MID CAP R6 MUTUAL FUNDS | Cash / Money Market | — | $75K | $74K | 0.5% | |
| LOOMIS SAYLES GLOBAL ALLC N MUTUAL FUNDS | Other securities | — | $38K | $37K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
