American Innovations, Ltd.'s EIN is 74-2727549.
Download the official 2024 Form 5500 (PDF) for American Innovations, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Innovations, Ltd.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $13.6M | 93.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.3M | 15.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.3M | 15.7% | |
| Vanguard Mid-Cap Val Idx Adm | Common Collective Trusts | — | — | $1.3M | 8.9% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth R6 | Other securities | — | — | $998K | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I | Other securities | — | — | $910K | 6.2% | |
| MFS Value R6 | Mutual Funds | — | — | $846K | 5.8% | |
| Vanguard Developed Markets Index Admiral DC | Mutual Funds | — | — | $831K | 5.7% | |
| Fidelity Adv total Bond I | Mutual Funds | — | — | $508K | 3.5% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $471K | 3.2% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $449K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I | Other securities | — | — | $411K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I | Other securities | — | — | $378K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I | Other securities | — | — | $282K | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I | Other securities | — | — | $279K | 1.9% | |
| Vanguard Mid Cap Idx Adm | Common Collective Trusts | — | — | $254K | 1.7% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $237K | 1.6% | |
| Vanguard Sm Cap Idx Adm | Common Collective Trusts | — | — | $230K | 1.6% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $169K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I | Other securities | — | — | $139K | 1.0% | |
| Vanguard Extd Mkt Ind Adm | Mutual Funds | — | — | $113K | 0.8% | |
| Vanguard Explore Admiral | Pooled Separate Accounts | — | — | $96K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I | Other securities | — | — | $84K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 I | Other securities | — | — | $56K | 0.4% | |
| Vanguard Wellesley Incm Adm | Mutual Funds | — | — | $50K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I | Other securities | — | — | $33K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $20K | 0.1% | |
| Prudential Total Return Bond Z | Other securities | — | — | $16K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
