Rosemarie Carrillo signed American Forest Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Forest Management, Inc.'s EIN is 57-0682169.
Download the official 2024 Form 5500 (PDF) for American Forest Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Forest Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $6.6M | 13.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.6M | 13.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.6M | 13.4% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.7M | 11.5% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $5.7M | 11.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.2M | 10.6% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $5.2M | 10.6% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $4.6M | 9.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.6M | 9.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $3.7M | 7.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.4M | 7.0% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $3.4M | 7.0% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $1.8M | 3.7% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 3.3% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $1.6M | 3.3% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $1.3M | 2.5% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $1.2M | 2.4% | |
| PRINCIPAL LIFE INSURANCE COMPANY | Common Stocks | — | — | $1.2M | 2.4% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | — | $864K | 1.8% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | — | $778K | 1.6% | |
| STABLE VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $750K | 1.5% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $750K | 1.5% | |
| INTERNATIONAL GROWTH II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $596K | 1.2% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | — | $596K | 1.2% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $573K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $573K | 1.2% | |
| JP MORGAN FUNDS | Other securities | — | — | $382K | 0.8% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $382K | 0.8% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | — | $367K | 0.7% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $293K | 0.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $293K | 0.6% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $270K | 0.5% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $270K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $266K | 0.5% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $266K | 0.5% | |
| PRINCIPAL LIFE INSURANCE COMPANY | Common Stocks | — | — | $228K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $228K | 0.5% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $214K | 0.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $213K | 0.4% | |
| FIDELITY INVESTMENTS | Mutual Funds | — | — | $203K | 0.4% | |
| PRINCIPAL GLOBAL INVESTORS TRUST CO | Common Stocks | — | — | $147K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $147K | 0.3% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $143K | 0.3% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $143K | 0.3% | |
| AMERICAN CENTURY SC GR R6 FD | Other securities | — | — | $134K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PARTICIPANT LOANS | Participant loans | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| GREERWALKER, LLP | 56-1434747 | — | ACCOUNTANT | $0 | — |
