Tim Goodly signed AMB Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMB Group, LLC's EIN is 58-2602226.
Download the official 2024 Form 5500 (PDF) for AMB Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMB Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | ADVISOR | $102K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Ret 2040 I 474,104 # | Other securities | — | — | $14.5M | 15.5% | |
| T. Rowe Price Ret 2045 I 511,372 # | Other securities | — | — | $11.4M | 12.2% | |
| Fidelity 500 Index 43,945 # | Common Collective Trusts | — | — | $9.0M | 9.6% | |
| T. Rowe Price Ret 2030 I 286,119 # | Other securities | — | — | $7.3M | 7.8% | |
| T. Rowe Price Ret 2050 I 373,609 # | Other securities | — | — | $7.1M | 7.6% | |
| T. Rowe Price Ret 2055 I 352,072 # | Other securities | — | — | $7.0M | 7.5% | |
| T. Rowe Price Ret 2035 I 271,193 # | Other securities | — | — | $5.7M | 6.1% | |
| T. Rowe Price Ret 2060 I 225,418 # | Other securities | — | — | $3.7M | 4.0% | |
| T. Rowe Price Ret 2025 I 214,537 # | Other securities | — | — | $3.6M | 3.8% | |
| Transamerica Guaranteed Investment Option - # | Other securities | — | — | $2.6M | 2.8% | |
| Vanguard Mid Cap Index Adm 7,820 # | Mutual Funds | — | — | $2.6M | 2.7% | |
| Vanguard Total Intl Stock Index Adm 75,726 # | Mutual Funds | — | — | $2.4M | 2.6% | |
| AB Lg Cap Gr Z 21,656 # | Other securities | — | — | $2.4M | 2.5% | |
| Vanguard Total Bd Mkt Index Adm 188,250 # | Mutual Funds | — | — | $1.8M | 1.9% | |
| Fidelity Adv Intl Gr Z 72,345 # | Mutual Funds | — | — | $1.4M | 1.5% | |
| Fidelity Small Cap Index 51,621 # | Mutual Funds | — | — | $1.4M | 1.5% | |
| JPMorgan Mid Cap Gr R6 26,286 # | Other securities | — | — | $1.4M | 1.5% | |
| Dodge & Cox Stock I 5,180 # | Mutual Funds | — | — | $1.3M | 1.4% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.1M | 1.2% | |
| AB Small Cap Gr Z 14,259 # | Other securities | — | — | $1.1M | 1.1% | |
| T. Rowe Price T. Rowe Price Ret 2065 I | Other securities | — | — | $919K | 1.0% | |
| T. Rowe Price Ret 2020 I 47,195 # | Other securities | — | — | $877K | 0.9% | |
| Fidelity Adv Total Bd Z 83,612 # | Mutual Funds | — | — | $785K | 0.8% | |
| DFA Infl-Prtctd Sec I 68,298 # | Mutual Funds | — | — | $735K | 0.8% | |
| MFS Mid Cap Val R6 16,970 # | Mutual Funds | — | — | $539K | 0.6% | |
| T. Rowe Price Ret 2015 I 30,076 # | Other securities | — | — | $378K | 0.4% | |
| Macquarie Small Cap Val R6 4,459 # | Other securities | — | — | $312K | 0.3% | |
| T. Rowe Price Ret 2010 I 4,881 # | Other securities | — | — | $74K | <0.1% | |
| State Street Instl US Govt Money Market Premier 49,493 # | Cash / Money Market | — | — | $66K | <0.1% | |
| T. Rowe Price Ret 2005 I 573 # | Other securities | — | — | $7K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT THRASHER | 58-1673613 | — | AUDITOR | $23K | — |
