Doris Barboto signed American Metals Supply, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Metals Supply, LLC.'s EIN is 59-3739009.
Download the official 2024 Form 5500 (PDF) for American Metals Supply, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Metals Supply, LLC.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ ADVISORY SERVICES | — | CINCINNATI, OH | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRet 2035 R5 Mutual Fund | Other securities | — | — | $317K | 15.2% | |
| JPMorgan SmartRet 2050 R5 Mutual Fund | Other securities | — | — | $295K | 14.1% | |
| JHancock II Multimanager Lfstl Aggr R6 Mutual Fund | Other securities | — | — | $257K | 12.3% | |
| JHancock II Multimanager Lfstl Grw R6 Mutual Fund | Other securities | — | — | $236K | 11.3% | |
| JPMorgan SmartRet 2055 R5 Mutual Fund | Other securities | — | — | $234K | 11.2% | |
| JPMorgan SmartRet 2030 R5 Mutual Fund | Other securities | — | — | $144K | 6.9% | |
| JPMorgan SmartRet 2040 R5 Mutual Fund | Other securities | — | — | $116K | 5.6% | |
| JPMorgan SmartRet 2045 R5 Mutual Fund | Other securities | — | — | $84K | 4.0% | |
| Schwab Total Stock Market Index Select Mutual Fund | Common Collective Trusts | — | — | $83K | 4.0% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $58K | 2.8% | |
| JHancock II Multimanager Lfstl Bal R6 Mutual Fund | Other securities | — | — | $56K | 2.7% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $48K | 2.3% | |
| Morley Stable Value Fund Fee Class 125 Stable Value Fund | Stable Value | — | — | $34K | 1.6% | |
| Van Eck International Investors Gold A Mutual Fund | Other securities | — | — | $27K | 1.3% | |
| Nuveen Winslow Large-Cap Growth ESG I Mutual Fund | Mutual Funds | — | — | $24K | 1.1% | |
| JPMorgan SmartRet 2025 R5 Mutual Fund | Other securities | — | — | $15K | 0.7% | |
| JPMorgan SmartRet 2020 R5 Mutual Fund | Other securities | — | — | $12K | 0.6% | |
| JHancock High Yield I Mutual Fund | Other securities | — | — | $10K | 0.5% | |
| MFS Utilities R6 Mutual Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Victory Integrity Small-Cap Value R6 Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| TCW MetWest Total Return Bond I Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| JPMorgan SmartRetirement Income R5 Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| Invesco Intl Small-Mid Company Y Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| VanEck Global Resources Y Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| Vanguard Developed Mkts Index Adm Mutual Fund | Mutual Funds | — | — | $2K | 0.1% | |
| JHancock II Multimanager Lfstl Mod R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Lord Abbett Short Duration Income I Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| AB Global Real Estate Invmt I Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
