Lucas Schaudt signed Ankeny Glass' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ankeny Glass' EIN is 80-0829296.
Download the official 2024 Form 5500 (PDF) for Ankeny Glass from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ankeny Glass' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $270 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSET MARK INC | — | CLIVE, IA | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA U.S. Vector Equity Instl DFA 0 | Mutual Funds | — | — | $205K | 16.3% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | Mutual Funds | — | — | $162K | 12.9% | |
| DFA U.S. Core Equity II Fund Instl DFA 0 | Mutual Funds | — | — | $161K | 12.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $137K | 10.9% | |
| DFA International Value Portfolio I DFA 0 | Mutual Funds | — | — | $70K | 5.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $48K | 3.8% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 99 Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $48K | 3.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $48K | 3.8% | |
| DFA Real Estate Securities Portfolio I DFA 0 | Mutual Funds | — | — | $41K | 3.3% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $41K | 3.3% | |
| DFA Intl Small Cap Value Portf Instl DFA 0 | Mutual Funds | — | — | $35K | 2.8% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | Mutual Funds | — | — | $33K | 2.6% | |
| DFA Intl Small Company Port Instl DFA 0 | Mutual Funds | — | — | $29K | 2.3% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $29K | 2.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $26K | 2.1% | |
| DFA Emerging Mkts Small Cap Port I DFA 0 | Mutual Funds | — | — | $22K | 1.8% | |
| DFA Emerging Markets Value Portfolio I DFA 0 | Mutual Funds | — | — | $17K | 1.3% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | Other securities | — | — | $15K | 1.2% | |
| DFA Two Year Global Fixed Income Port I DFA 0 | Mutual Funds | — | — | $12K | 0.9% | |
| DFA Five Year Global Fixed Income Port I DFA 0 | Mutual Funds | — | — | $12K | 0.9% | |
| DFA Short-Term Government Portfolio I DFA 0 | Mutual Funds | — | — | $12K | 0.9% | |
| Hartford Schroders US MidCap Opport SDR Hartford 0 | Other securities | — | — | $11K | 0.9% | |
| Dimensional Short-Duration Fixed Inc ETF Dimensional 0 | Mutual Funds | — | — | $8K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $8K | 0.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $7K | 0.6% | |
| Dimensional US Core Equity Market ETF Dimensional 0 | Mutual Funds | — | — | $5K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $4K | 0.3% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | Mutual Funds | — | — | $3K | 0.2% | |
| Dimensional Core Fixed Income ETF Dimensional 0 | Mutual Funds | — | — | $3K | 0.2% | |
| American Funds 0 102 American Funds Inc Fund of Amer R6 American Funds 0 | Mutual Funds | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
