Cathie Hatfield signed AEM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AEM, Inc.'s EIN is 53-0220544.
Download the official 2024 Form 5500 (PDF) for AEM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AEM, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
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 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.4M | 18.2% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $2.3M | 12.6% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $1.6M | 8.6% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 8.0% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $1.4M | 7.3% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $878K | 4.7% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $794K | 4.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $737K | 4.0% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $615K | 3.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $578K | 3.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $556K | 3.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $550K | 3.0% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $534K | 2.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $517K | 2.8% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $491K | 2.6% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $412K | 2.2% | |
| EMERGING MARKETS FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $358K | 1.9% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $350K | 1.9% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $246K | 1.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $200K | 1.1% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $124K | 0.7% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $119K | 0.6% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $104K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $68K | 0.4% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $66K | 0.4% | |
| AMERCENT ONE CHOICE 2060 R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| AMC ONE CHOICE 2065 PORT R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| EMERGING MKTS I1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
