Amanda Giles signed ACM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACM, LLC's EIN is 80-0711407.
Download the official 2024 Form 5500 (PDF) for ACM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACM, 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 | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $523K | 16.5% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $429K | 13.5% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $342K | 10.8% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $294K | 9.3% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $273K | 8.6% | |
| AB LARGE CAP GROWTH R | Registered Investment Companies | — | — | $240K | 7.6% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $141K | 4.5% | |
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $135K | 4.3% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $121K | 3.8% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $92K | 2.9% | |
| BLACKROCK ADV INTERNATIONAL R | Registered Investment Companies | — | — | $83K | 2.6% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $80K | 2.5% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $59K | 1.9% | |
| BOND FUND OF AMER R2E | Registered Investment Companies | — | — | $50K | 1.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $50K | 1.6% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $45K | 1.4% | |
| AMF 2015 TARGET DATE R2E | Registered Investment Companies | — | — | $24K | 0.8% | |
| FIDELITY INTL CAPITAL APP M | Registered Investment Companies | — | — | $18K | 0.6% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $16K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $11K | 0.4% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $10K | 0.3% | |
| AMERICAN CENTURY SC GROWTH R | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMC GLOBAL RE - R | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $13K |
| — |
