Eric Norman signed Ameriteam Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ameriteam Services, LLC's EIN is 47-2129748.
Download the official 2024 Form 5500 (PDF) for Ameriteam Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ameriteam Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC |
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 | |||||
|---|---|---|---|---|---|---|
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $546.5M | 30.4% | |
| NT S&P 500 INDEX T5 Common/Collective Trust | Common Collective Trusts | — | — | $546.5M | 30.4% | |
| NT AGGREGATE BOND INDEX T5 Common/Collective Trust | Common Collective Trusts | — | — | $292.4M | 16.3% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $292.4M | 16.3% | |
| PERSONAL CHOICE RETIREMENT ACCTS Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $259.8M | 14.4% | |
| NT EXTEND EQUITY MKT INDEX T5 Common/Collective Trust | Common Collective Trusts | — | — | $225.0M | 12.5% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $225.0M | 12.5% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $200.2M | 11.1% | |
| GALLIARD STABLE VALUE ACCT Common/Collective Trust | Stable Value | — | — | $133.3M | 7.4% | |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $77.9M | 4.3% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | Other securities | — | — | $58.2M | 3.2% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $50.1M | 2.8% | |
| COLUMBIA TR DIV INC FD INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $20.5M | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Interest Rates at 4.25% - 9.50% | Bonds / Notes | — | — | $13.5M | 0.8% | |
| BLACKROCK TOTAL RETURN K Mutual Fund | Other securities | — | — | $10.9M | 0.6% | |
| EARNEST PARTNERS SMID CORE CL 1 SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $10.6M | 0.6% | |
| HARTFORD INT OPP FND CLSS R6 Mutual Fund | Other securities | — | — | $8.7M | 0.5% | |
| SHORT-TERM INVESTMENT FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 34-1479833 |
| — |
| NONE |
| $1.0M |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $16K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $10K | — |
| INTEGRATED ADVISORS NETWORK LL | 46-5754053 | — | NONE | $7K | — |
| JOHNSON INVESTMENT COUNSEL INC | 31-1801770 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $1.0M | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $349K | — |
| NEXTGEN WEALTH COUNSELORS LIMI | 47-3813588 | — | NONE | $52K | — |
| MARCUM WEALTH LLC | 20-2317470 | — | NONE | $30K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $23K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $21K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $19K | — |
| DASH ACQUISITIONS LLC | 59-3802992 | — | NONE | $18K | — |
| VALLEY WEALTH MANAGERS INC | 27-3737470 | — | NONE | $18K | — |
| MARINER LLC | 20-4553256 | — | NONE | $15K | — |
| WISNIEWSKI WEALTH MANAGEMENT | 26-4491863 | — | NONE | $12K | — |
| C G HUGHES COMPANY LLC | 11-3452427 | — | NONE | $10K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $9K | — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $9K | — |
| HERITAGE INVESTMENT GROUP | 65-0414452 | — | NONE | $8K | — |
| COLTON GROOME FINANCIAL ADVISO | 36-4540515 | — | NONE | $7K | — |
| PROVISE MANAGEMENT GROUP LLC | 01-0590880 | — | NONE | $6K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $6K | — |
| PER STIRLING CAPITAL MANAGEMEN | 27-0934374 | — | NONE | $6K | — |
