Holly Bower signed AHF, LLC DBA AHF Products' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AHF, LLC DBA AHF Products' EIN is 62-0435299.
Download the official 2024 Form 5500 (PDF) for AHF, LLC DBA AHF Products from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AHF, LLC DBA AHF Products' plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, profit-sharing.
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 | — | CONTRACT ADMINISTRATOR | $174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | INVESTMENT ADVISORY | $31K | — |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $93 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $20.1M | 19.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.4M | 11.3% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $11.2M | 11.1% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $9.3M | 9.2% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $8.1M | 8.0% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $4.7M | 4.6% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $4.4M | 4.3% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stocks | — | — | $4.2M | 4.1% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $4.0M | 3.9% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.3M | 3.3% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $2.7M | 2.6% | |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $2.1M | 2.1% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $2.1M | 2.0% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $1.5M | 1.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.4M | 1.4% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $1.2M | 1.2% | |
| BLACKROCK MID-CAP GR EQ CLASS L1 BLACKROCK · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $940K | 0.9% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $915K | 0.9% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $832K | 0.8% | |
| WILMINGTON TRUST MFS MD CP VAL CL S WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $753K | 0.7% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $529K | 0.5% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $489K | 0.5% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $371K | 0.4% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $358K | 0.4% | |
| John Hancock JHancock Bd R6 | Other securities | — | — | $251K | 0.2% | |
| Fidelity Freedom Index Inc Premier | Mutual Funds | — | — | $208K | 0.2% | |
| State Street Bank & Trust Co. Instl US Govt Money Market | Cash / Money Market | — | — | $43K | <0.1% | |
| Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $9K | <0.1% |
