JOEY Tabor signed Ameris Bancorp's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ameris Bancorp's EIN is 58-1456434.
Download the official 2024 Form 5500 (PDF) for Ameris Bancorp from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ameris Bancorp'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 | $273K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $112K | — |
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.
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 |
|---|---|---|---|---|---|
| MAULDIN & JENKINS | 58-0692043 | — | ACCOUNTANT | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $28.9M | 9.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $28.9M | 9.8% | |
| VANGUARD GROUP - VANGUARD 500 INDEX ADMIRAL FD Mutual Fund | Common Collective Trusts | — | — | $27.2M | 9.2% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $24.2M | 8.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $22.2M | 7.5% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $20.8M | 7.1% | |
| JP MORGAN INVESTMENT MGMT INC JP MORGAN LARGE CAP Mutual Fund ** GROWTH R6 FD | Common Stocks | — | — | $19.5M | 6.6% | |
| PRINCIPAL GUARANTEED OPTION Investment Contract | Other securities | — | — | $14.3M | 4.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $12.7M | 4.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $9.5M | 3.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $8.8M | 3.0% | |
| JP MORGAN INVESTMENT MGMT INC JP MORGAN EQUITY INCOME R6 Mutual Fund ** FD | Common Stocks | — | — | $6.2M | 2.1% | |
| LOANS * NOTES RECEIVABLE FROM PARTICIPANTS Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $5.7M | 1.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $5.7M | 1.9% | |
| VANGUARD GROUP - VANGUARD SM CAP INDEX ADM FUND Mutual Fund | Mutual Funds | — | — | $4.8M | 1.6% | |
| JP MORGAN INVESTMENT MGMT INC JP MORGAN MID CAP GROWTH Mutual Fund ** R6 FD | Common Stocks | — | — | $4.5M | 1.5% | |
| VANGUARD GROUP - VANGUARD MID CAP INDEX ADM FD Mutual Fund | Mutual Funds | — | — | $4.2M | 1.4% | |
| MULTIPLE SUB-ADVISORS-PRINCIPAL LIFETM STR INC SEP ACCT Pooled Separate Account | Pooled Separate Accounts | — | — | $3.4M | 1.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $3.4M | 1.2% | |
| VANGUARD GROUP - VANGUARD TTL BD MKT IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $3.3M | 1.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $3.0M | 1.0% | |
| CAPITAL RESEARCH AND MGNT CO - AMERICAN FUNDS NEWPRSP R6 Mutual Fund ** FND | Mutual Funds | — | — | $2.9M | 1.0% | |
| MFS INVESTMENT MANAGEMENT - MFS INTERNATIONAL GROWTH R6 Mutual Fund ** FUND | Mutual Funds | — | — | $2.6M | 0.9% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $2.4M | 0.8% | |
| VANGUARD GROUP-VANGUARD DEV MKTS INDEX ADM FD Mutual Fund | Mutual Funds | — | — | $2.3M | 0.8% | |
| PGIM INVESTMENTS, LLC - PGIM TOTAL RET BOND R6 FD Mutual Fund | U.S. Treasuries | — | — | $1.9M | 0.6% | |
| MASSMUTUAL - MASSMUTUAL PREM IN-PRO & INC I Mutual Fund | Common Stocks | — | — | $1.9M | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.7M | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $1.3M | 0.5% | |
| AMERICAN CENTURY INVESTMENT MANAGEMENT - AMERICAN Mutual Fund ** CENTURY MID-CAP VAL R6 | Other securities | — | — | $1.3M | 0.4% | |
| CAPITAL RESEARCH AND MGNT CO - AMERICAN FUNDS NEWWORLD Mutual Fund ** R6 | Mutual Funds | — | — | $868K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $557K | 0.2% |
