AML Riverside, LLC's EIN is 47-3864075.
Download the official 2024 Form 5500 (PDF) for AML Riverside, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AML Riverside, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime Hybrid 2035 Common collective trust | Common Collective Trusts | — | — | $2.5M | 16.4% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 16.4% | |
| Principal Lifetime Hybrid 2045 Common collective trust | Common Collective Trusts | — | — | $2.1M | 13.8% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.1M | 13.8% | |
| Principal Lifetime Hybrid 2040 Common collective trust | Common Collective Trusts | — | — | $2.0M | 13.5% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 13.5% | |
| Principal Lifetime Hybrid 2025 Common collective trust | Common Collective Trusts | — | — | $1.5M | 10.0% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 10.0% | |
| Principal Lifetime Hybrid 2050 Common collective trust | Common Collective Trusts | — | — | $989K | 6.6% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $989K | 6.6% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $915K | 6.1% | |
| Principal Lifetime Hybrid 2030 Common collective trust | Common Collective Trusts | — | — | $816K | 5.4% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $816K | 5.4% | |
| Principal Lifetime Hybrid 2055 Common collective trust | Common Collective Trusts | — | — | $812K | 5.4% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $812K | 5.4% | |
| Principal Lifetime Hybrid 2060 Common collective trust | Common Collective Trusts | — | — | $408K | 2.7% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $408K | 2.7% | |
| Principal Lifetime Hybrid 2020 Common collective trust | Common Collective Trusts | — | — | $375K | 2.5% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $375K | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $354K | 2.4% | |
| Principal Large Cap Growth Pooled separate account | Pooled Separate Accounts | — | — | $284K | 1.9% | |
| PRIN LARGECAP GROWTH PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $284K | 1.9% | |
| MFS International Growth Fund R6 Mutual fund | Mutual Funds | — | — | $273K | 1.8% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $239K | 1.6% | |
| Participants Notes receivable from participants (4.25% to 9.50%) | Bonds / Notes | — | — | $235K | 1.6% | |
| Invesco Discovery Mid Cap Growth Fund R6 Mutual fund | Mutual Funds | — | — | $183K | 1.2% | |
| PRIN EQUITY INCOME SA-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $146K | 1.0% | |
| JP Morgan Small Cap Value Fund R6 Mutual fund | Other securities | — | — | $139K | 0.9% | |
| Principal Lifetime Hybrid 2065 Common collective trust | Common Collective Trusts | — | — | $129K | 0.9% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $129K | 0.9% | |
| Principal Lifetime Hybrid 2015 Common collective trust | Common Collective Trusts | — | — | $119K | 0.8% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $119K | 0.8% | |
| Hartford International Opportunities Fund R6 Mutual fund | Other securities | — | — | $107K | 0.7% | |
| Lord Abbett Developing Growth Fund R6 Mutual fund | Mutual Funds | — | — | $100K | 0.7% | |
| DFA US Vector Equity Portfolio Institutional Fund Mutual fund | Mutual Funds | — | — | $98K | 0.7% | |
| Principal Fixed Income Guaranteed Option Fixed income guaranteed option | Other securities | — | — | $73K | 0.5% | |
| Principal Core Fixed Income Pooled separate account | Pooled Separate Accounts | — | — | $60K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $60K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINICIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $35K | 0.2% | |
| American Funds American High-Income Trust R6 Mutual fund | Mutual Funds | — | — | $20K | 0.1% | |
| Principal Lifetime Hybrid Income Common collective trust | Common Collective Trusts | — | — | $10K | <0.1% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% | |
| Principal Lifetime Hybrid 2070 Common collective trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% |
