Katie Schwartz signed AAMP of Florida, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AAMP of Florida, Inc.'s EIN is 59-2901317.
Download the official 2024 Form 5500 (PDF) for AAMP of Florida, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AAMP of Florida, 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 | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 14.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 11.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $774K | 6.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $756K | 6.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $750K | 6.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $722K | 6.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $660K | 5.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $658K | 5.8% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $497K | 4.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $467K | 4.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $457K | 4.1% | |
| JANUS HENDERSON FLEX BD N | Registered Investment Companies | — | — | $376K | 3.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $362K | 3.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $292K | 2.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $263K | 2.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $209K | 1.9% | |
| VOYA GNMA INCOME FUND CL I | Registered Investment Companies | — | — | $180K | 1.6% | |
| NEUBERGER BERMAN STRAT INC INS | Registered Investment Companies | — | — | $161K | 1.4% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $112K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $107K | 0.9% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $88K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $73K | 0.7% | |
| GDS GLOBAL CORE FIXED INC R6 | Registered Investment Companies | — | — | $48K | 0.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $36K | 0.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $35K | 0.3% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $34K | 0.3% | |
| PARNASSUS VALUE EQUITY INST | Registered Investment Companies | — | — | $27K | 0.2% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $26K | 0.2% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $18K | 0.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $25K |
| — |
