Richard Bierman signed AFG Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AFG Group Inc.'s EIN is 54-1978935.
Download the official 2024 Form 5500 (PDF) for AFG Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AFG Group 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.1M | 24.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 18.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $697K | 8.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $486K | 5.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $482K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $432K | 5.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $408K | 4.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $359K | 4.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $349K | 4.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $339K | 3.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $323K | 3.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $249K | 2.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $205K | 2.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $196K | 2.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $161K | 1.9% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $109K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $71K | 0.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $30K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
