Brian Short signed American Society of Pension Professionals & Actuaries Inc. DBA America's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Society of Pension Professionals & Actuaries Inc. DBA America's EIN is 75-1247887.
Download the official 2025 Form 5500 (PDF) for American Society of Pension Professionals & Actuaries Inc. DBA America from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)American Society of Pension Professionals & Actuaries Inc. DBA America's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $2.8M | 30.0% |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $2.5M | 27.0% |
| GREAT GRAY FID INS AM CR PL FX GREAT GRAY TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | $1.7M | 18.6% |
| JANUS HND INT ALP EQ CF CL U GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | $1.7M | 18.2% |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $461K | 4.9% |
| JANUS HEND ENT COLL FD CL U GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | $130K | 1.4% |
