Rick Silverman signed American Heritage Railways, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Heritage Railways, Inc.'s EIN is 65-0848158.
Download the official 2024 Form 5500 (PDF) for American Heritage Railways, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Heritage Railways, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 IDX A | Common Collective Trusts | — | — | $1.4M | 16.8% | |
| Fidelity FREEDOM 2010 A | Mutual Funds | — | — | $1.3M | 16.0% | |
| ClearBridge LARGE CAP GROWTH A | Other securities | — | — | $839K | 10.0% | |
| American Funds GROWTH FUND AMERICA R4 | Mutual Funds | — | — | $523K | 6.3% | |
| American Funds AMERICAN MUTUAL R4 | Mutual Funds | — | — | $486K | 5.8% | |
| MFS MID CAP GROWTH R3 | Mutual Funds | — | — | $366K | 4.4% | |
| Blackrock TOTAL RETURN A | Other securities | — | — | $277K | 3.3% | |
| Neuberger Berman SUSTAINABLE EQUITY TR 235 Nuveen Winslow LARGE-CAP GROWTH ESG A 498 Blackrock EQUITY DIV A | Mutual Funds | — | — | $252K | 3.0% | |
| American Funds EUROPACIFIC GROWTH R4 | Mutual Funds | — | — | $249K | 3.0% | |
| iShares R2000 SM-CAP A | Other securities | — | — | $245K | 2.9% | |
| Fidelity TOTAL BOND A | Mutual Funds | — | — | $234K | 2.8% | |
| Fidelity FREEDOM 2030 A | Mutual Funds | — | — | $207K | 2.5% | |
| Fidelity FREEDOM 2060 A | Mutual Funds | — | — | $200K | 2.4% | |
| iShares MSCI EAFE INTL A | Mutual Funds | — | — | $169K | 2.0% | |
| Victory Sophus EMERGING MARKETS A | Other securities | — | — | $148K | 1.8% | |
| Fidelity FREEDOM 2045 A | Mutual Funds | — | — | $131K | 1.6% | |
| Fidelity FREEDOM 2035 A | Mutual Funds | — | — | $125K | 1.5% | |
| Fidelity FREEDOM 2040 A | Mutual Funds | — | — | $123K | 1.5% | |
| MFS MID CAP VALUE R3 | Mutual Funds | — | — | $114K | 1.4% | |
| Cohen & Steers REAL ESTATE A | Other securities | — | — | $103K | 1.2% | |
| Fidelity FREEDOM INC A | Mutual Funds | — | — | $96K | 1.1% | |
| Fidelity FREEDOM 2025 A | Mutual Funds | — | — | $89K | 1.1% | |
| Goldman Sachs INFLATION-PROTECTED SECS A | Other securities | — | — | $83K | 1.0% | |
| Fidelity GOVERNMENT MONEY MARKET DM | Mutual Funds | — | — | $78K | 0.9% | |
| Participant Loans Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $76K | 0.9% | |
| Fidelity FREEDOM 2055 A | Mutual Funds | — | — | $75K | 0.9% | |
| BNY Mellon BOND MARKET INDEX INV | Other securities | — | — | $45K | 0.5% | |
| John Hancock TRITON S | Other securities | — | — | $20K | 0.2% | |
| Fidelity FREEDOM 2065 A | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity FREEDOM 2020 A | Mutual Funds | — | — | $17K | 0.2% | |
| iShares R MID-CAP IDX A | Common Collective Trusts | — | — | $14K | 0.2% | |
| Fidelity FREEDOM 2015 A | Mutual Funds | — | — | $3K | <0.1% | |
| ABF SM CAP VALUE A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
