Shannon Cole signed Associated Materials, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Materials, LLC's EIN is 75-1872487.
Download the official 2024 Form 5500 (PDF) for Associated Materials, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Materials, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $27.3M | 14.7% | |
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $15.1M | 8.1% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $12.9M | 6.9% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.6M | 6.8% | |
| JOHN HANCOCK DISCIPLINED VALP1 JOHN HANCOCK · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $12.4M | 6.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $11.2M | 6.0% | |
| GGT EUROPACIFIC GROWTH CT WILMINGTON TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $10.6M | 5.7% | |
| LS CORE PLUS FIXED INCOME C LOOMIS SAYLES TRUST COMPANY · EIN 84-6391549 / PN 010 | Common Collective Trust | — | — | $10.4M | 5.6% | |
| MFS MID CAP VALUE FUND CT WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $10.1M | 5.4% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $9.3M | 5.0% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $9.2M | 4.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $8.9M | 4.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $8.3M | 4.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $8.1M | 4.4% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $3.1M | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.1M | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 1.0% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $1.6M | 0.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.6M | 0.9% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $1.5M | 0.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.3M | 0.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $290K | 0.2% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $271K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $160K | — |
