Andrea Watts signed Amerisave Mortgage Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amerisave Mortgage Corporation's EIN is 58-2235521.
Download the official 2024 Form 5500 (PDF) for Amerisave Mortgage Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amerisave Mortgage Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $149K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Date Fund - | Mutual Funds | — | — | $3.5M | 13.4% | |
| Fidelity Investments 500 Index Fund - | Common Collective Trusts | — | — | $3.3M | 12.6% | |
| American Funds 2050 Target Date Retirement Date Fund - | Mutual Funds | — | — | $2.6M | 10.0% | |
| American Funds 2040 Target Date Retirement Date Fund - | Mutual Funds | — | — | $2.3M | 8.7% | |
| American Funds 2055 Target Date Retirement Date Fund - | Mutual Funds | — | — | $2.0M | 7.7% | |
| American Funds 2035 Target Date Retirement Date Fund - | Mutual Funds | — | — | $1.8M | 6.9% | |
| American Funds 2060 Target Date Retirement Date Fund - | Mutual Funds | — | — | $1.8M | 6.6% | |
| Vanguard Growth Index Admiral Fund - | Mutual Funds | — | — | $1.4M | 5.4% | |
| American Funds 2030 Target Date Retirement Date Fund - | Mutual Funds | — | — | $1.1M | 4.3% | |
| Company of America * Notes receivable from participants Participant loans secured by the balances in the | Common Stocks | — | — | $591K | 2.2% | |
| Columbia Dividend Income Institutional 3 Fund - | Other securities | — | — | $442K | 1.7% | |
| Vanguard Mid Cap Index Fund - | Common Collective Trusts | — | — | $419K | 1.6% | |
| Vanguard LifeStrategy Growth Fund - | Mutual Funds | — | — | $377K | 1.4% | |
| Fidelity Investments Small Cap Index Fund - | Common Collective Trusts | — | — | $368K | 1.4% | |
| Morgan Stanley Institutional Fund Trust Discovery Fund - | Other securities | — | — | $312K | 1.2% | |
| American Funds 2025 Target Date Retirement Date Fund - | Mutual Funds | — | — | $297K | 1.1% | |
| iShares MSCI EAFE International Index Fund - | Common Collective Trusts | — | — | $281K | 1.1% | |
| American Funds New World Fund - | Mutual Funds | — | — | $274K | 1.0% | |
| American Funds Small Cap Growth Fund - | Mutual Funds | — | — | $250K | 0.9% | |
| Victory Capital Sycamore Established Value Fund - | Other securities | — | — | $243K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund - | Mutual Funds | — | — | $226K | 0.9% | |
| Morgan Stanley Institutional Fund Inc. Growth Portfolio Fund - | Common Stocks | — | — | $215K | 0.8% | |
| Vanguard International Growth Fund - | Mutual Funds | — | — | $211K | 0.8% | |
| Western Asset Core Plus Bond Fund - | Other securities | — | — | $196K | 0.7% | |
| Vanguard LifeStrategy Moderate Growth Fund - | Mutual Funds | — | — | $180K | 0.7% | |
| Neuberger Berman Real Estate Fund - | Other securities | — | — | $172K | 0.7% | |
| Fidelity Investments U.S. Bond Index Fund - | Common Collective Trusts | — | — | $162K | 0.6% | |
| Allspring Special Small Cap Value Fund - | Other securities | — | — | $160K | 0.6% | |
| Vanguard International Value Portfolio Fund - | Mutual Funds | — | — | $159K | 0.6% | |
| DWS Global High Income Fund - | Other securities | — | — | $152K | 0.6% | |
| American Funds New Perspective Fund - | Mutual Funds | — | — | $141K | 0.5% | |
| American Funds 2015 Target Date Retirement Date Fund - 1 American Funds 2020 Target Date Retirement Date Fund - | Mutual Funds | — | — | $136K | 0.5% | |
| Vanguard Inflation Protected Securities Fund - | Mutual Funds | — | — | $107K | 0.4% | |
| Vanguard Balanced Index Fund - | Common Collective Trusts | — | — | $106K | 0.4% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund - | Other securities | — | — | $106K | 0.4% | |
| Loomis Sayles Global Allocation Fund - | Other securities | — | — | $84K | 0.3% | |
| Columbia U.S. Treasury Index Institutional 3 Fund - | Other securities | — | — | $42K | 0.2% | |
| MFS International Diversification Fund - | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement Date Fund - | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard LifeStrategy Income Fund - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
