Heather Webb signed AMF Bowling Centers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMF Bowling Centers, Inc.'s EIN is 54-1221662.
Download the official 2024 Form 5500 (PDF) for AMF Bowling Centers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMF Bowling Centers, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $120K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.6M | 15.6% | |
| Empower Select Guaranteed Fund Inst | Other securities | — | — | $4.6M | 9.3% | |
| BNY Mellon Research Growth Y | Other securities | — | — | $3.8M | 7.7% | |
| JPMorgan Smart Retirement Blend 2040 R6 | Other securities | — | — | $3.6M | 7.4% | |
| JPMorgan Smart Retirement Blend 2030 R6 | Other securities | — | — | $3.5M | 7.1% | |
| JPMorgan Smart Retirement Blend 2050 R6 | Other securities | — | — | $2.4M | 4.9% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $2.4M | 4.8% | |
| Fidelity International Index | Mutual Funds | — | — | $2.0M | 4.1% | |
| JPMorgan Smart Retirement Blend 2045 R6 | Other securities | — | — | $2.0M | 4.1% | |
| JPMorgan Smart Retirement Blend 2055 R6 | Other securities | — | — | $1.8M | 3.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 3.5% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $1.5M | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.5M | 3.0% | |
| JPMorgan Smart Retirement Blend 2035 R6 | Other securities | — | — | $1.4M | 2.8% | |
| T. Rowe Price Mid-Cap Value I | Other securities | — | — | $1.2M | 2.5% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $1.2M | 2.4% | |
| JPMorgan Smart Retirement Blend 2060 R6 | Other securities | — | — | $859K | 1.8% | |
| JPMorgan Smart Retirement Blend 2025 R6 | Other securities | — | — | $847K | 1.7% | |
| Metropolitan West Total Return Bond Plan | Other securities | — | — | $836K | 1.7% | |
| Participant loans 4.25% - 10.50% $ -0- | Bonds / Notes | — | — | $788K | 1.6% | |
| JPMorgan Smart Retirement Blend 2020 R6 | Other securities | — | — | $773K | 1.6% | |
| JPMorgan Smart Retirement Blend Inc R6 | Common Stocks | — | — | $769K | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $695K | 1.4% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $449K | 0.9% | |
| Brandy Wine Global Opps Bond IS | Other securities | — | — | $340K | 0.7% | |
| Prudential Global Real Estate Q | Other securities | — | — | $229K | 0.5% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $144K | 0.3% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $136K | 0.3% | |
| Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10K | <0.1% | |
| Schwab Self-directed brokerage accounts - ROTH | Self-Directed Brokerage | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES LLP | — | NEWPORT NEWS, VA | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINSTON & STRAWN LLP | — | SAN FRANCISCO, CA | OTHER | $1K | — |
