American Vision Windows, Inc.'s EIN is 68-0448034.
Download the official 2024 Form 5500 (PDF) for American Vision Windows, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Vision Windows, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL ADVISORS LLC | — | CAMARILLO, CA | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $870K | 17.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $796K | 16.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $768K | 15.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $350K | 7.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $284K | 5.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $197K | 4.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $175K | 3.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $170K | 3.5% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $147K | 3.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $147K | 3.0% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $118K | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $107K | 2.2% | |
| John Hancock Multimanager Lifestyle Aggressive Fund | Other securities | — | — | $75K | 1.6% | |
| Principal MidCap S&P 400 Index Fund | Common Collective Trusts | — | — | $64K | 1.3% | |
| Notes Receivable From Participants * Participant Loans Interest rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $60K | 1.2% | |
| * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $58K | 1.2% | |
| Registered Investment Companies Vanguard Target Retirement Income Investment Fund | Mutual Funds | — | — | $56K | 1.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $44K | 0.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $44K | 0.9% | |
| American Funds Amcap Fund ** 828 American Funds The Growth Fund of America Fund | Mutual Funds | — | — | $42K | 0.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $39K | 0.8% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $34K | 0.7% | |
| American Funds Growth Fund | Mutual Funds | — | — | $33K | 0.7% | |
| American Beacon Shapiro SMID Cap Equity Fund | Other securities | — | — | $30K | 0.6% | |
| American Funds AMCAP Fund | Mutual Funds | — | — | $26K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $17K | 0.4% | |
| Fidelity Advance Leveraged CO Stock I Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Real Estate Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| Delaware Small Cap Core Fund | Other securities | — | — | $13K | 0.3% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Columbia Large Cap Value Fund | Other securities | — | — | $12K | 0.2% | |
| Loomis Sayles Strategic Income Fund | Other securities | — | — | $11K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $11K | 0.2% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R-TECH CONSULTANTS INC | — | WOODLAND HILLS, CA | CONTRACT ADMIN | $8K | — |
