Terri Kirk signed Amity Care LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amity Care LLC's EIN is 73-1554671.
Download the official 2024 Form 5500 (PDF) for Amity Care LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amity Care LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Advisors Ishares S&P 500 Index K Fund N/A | Mutual Funds | — | — | $3.8M | 11.8% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2030 R6 N/A | Mutual Funds | — | — | $2.7M | 8.5% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2040 R6 N/A | Mutual Funds | — | — | $2.5M | 7.8% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2045 R6 N/A | Mutual Funds | — | — | $2.4M | 7.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.5% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2050 INS N/A | Mutual Funds | — | — | $2.0M | 6.2% | |
| LARGE CAP GROWTH FD CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.7% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2035 R6 N/A | Mutual Funds | — | — | $1.8M | 5.4% | |
| Blackrock Advisors Blackrock Core Bond K Fund N/A | Other securities | — | — | $1.6M | 4.9% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2055 R6 N/A | Mutual Funds | — | — | $1.5M | 4.7% | |
| Blackrock Advisors Ishares Msci Eafe Int Idx K Fd N/A | Common Collective Trusts | — | — | $1.5M | 4.6% | |
| LARGE CQP VALUE R1 FUND GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Blackrock Advisors Ishs Russ 2000 Sc Index K Fund N/A | Other securities | — | — | $1.1M | 3.3% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2025 R6 N/A | Mutual Funds | — | — | $944K | 2.9% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2060 R6 N/A | Mutual Funds | — | — | $773K | 2.4% | |
| Allspring Global Investments Allspring Spec M Cap Value R6 N/A | Other securities | — | — | $749K | 2.3% | |
| T. Rowe T. Rowe Price Div MC GR I FD N/A | Other securities | — | — | $703K | 2.2% | |
| Victory Capital Victory RS Global R6 Fund N/A | Other securities | — | — | $588K | 1.8% | |
| Blackrock Advisors Ishs Russ Md-cp Index K Fund N/A | Other securities | — | — | $586K | 1.8% | |
| Vanguard Group Vanguard Explorer Admiral Fund N/A | Mutual Funds | — | — | $571K | 1.8% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $512K | 1.6% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2020 R6 N/A | Mutual Funds | — | — | $409K | 1.3% | |
| Vanguard Group Vanguard Re Index Adm Fund N/A | Mutual Funds | — | — | $252K | 0.8% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2065 R6 N/A | Mutual Funds | — | — | $237K | 0.7% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2015 R6 N/A | Mutual Funds | — | — | $46K | 0.1% | |
| Nuveen Asset Management Nuveen Lifecycl INDX RET INC R N/A | Mutual Funds | — | — | $29K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $29K | <0.1% | |
| Nuveen Asset Management Nuveen Lifecycl Index 2010 R6 N/A | Mutual Funds | — | — | $5K | <0.1% | |
| Loomis Sayles Loomis Sayles INFLA Pro Sec N N/A | Other securities | — | — | $5K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEALTH ADVSORY SERVICES, LLC |
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | OTHER SERVICES | $0 | — |
