Tiana Fallavollita signed American Armed Forces Mutual Aid Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Armed Forces Mutual Aid Association's EIN is 53-0213841.
Download the official 2024 Form 5500 (PDF) for American Armed Forces Mutual Aid Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Armed Forces Mutual Aid Association'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $280 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $2.9M | 26.7% | |
| Fund Vanguard 500 Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $2.4M | 22.5% | |
| American Funds Growth Fund of America Mutual Fund | Mutual Funds | — | — | $1.4M | 12.5% | |
| BlackRock International Institutional Fund Mutual Fund | Other securities | — | — | $603K | 5.6% | |
| PUTNAM STABLE VAL (50) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $584K | 5.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $577K | 5.3% | |
| Putnam Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $459K | 4.2% | |
| Putnam Core Equity Fund Mutual Fund | Mutual Funds | — | — | $434K | 4.0% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $409K | 3.8% | |
| Putnam Sustainable Future Fund Mutual Fund | Mutual Funds | — | — | $193K | 1.8% | |
| Vanguard Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $191K | 1.8% | |
| Transamerica LifeGoal 2045 Fund Common Collective Trust | Common Collective Trusts | — | — | $185K | 1.7% | |
| Admiral Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $134K | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $128K | 1.2% | |
| Putnam Income Fund Mutual Fund | Mutual Funds | — | — | $124K | 1.1% | |
| Transamerica LifeGoal 2025 Fund Common Collective Trust | Common Collective Trusts | — | — | $122K | 1.1% | |
| Admiral Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $119K | 1.1% | |
| Harbor International Fund Mutual Fund | Other securities | — | — | $91K | 0.8% | |
| Transamerica LifeGoal 2035 Fund Common Collective Trust | Common Collective Trusts | — | — | $57K | 0.5% | |
| Transamerica LifeGoal 2040 Fund Common Collective Trust | Common Collective Trusts | — | — | $50K | 0.5% | |
| Royce Micro-Cap Service Fundamentals Mutual Fund | Other securities | — | — | $49K | 0.4% | |
| Transamerica LifeGoal Retirement Fund Common Collective Trust | Common Collective Trusts | — | — | $41K | 0.4% | |
| Transamerica LifeGoal 2055 Fund Common Collective Trust | Common Collective Trusts | — | — | $41K | 0.4% | |
| Putnam Balanced Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.3% | |
| Transamerica LifeGoal 2060 Fund Common Collective Trust | Common Collective Trusts | — | — | $31K | 0.3% | |
| Putnam Sustainable Leaders Fund Mutual Fund | Mutual Funds | — | — | $29K | 0.3% | |
| Transamerica LifeGoal 2030 Fund Common Collective Trust | Common Collective Trusts | — | — | $19K | 0.2% | |
| Transamerica LifeGoal 2065 Fund Common Collective Trust | Common Collective Trusts | — | — | $16K | 0.1% | |
| Transamerica LifeGoal 2050 Fund Common Collective Trust | Common Collective Trusts | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
