Michael Nelson signed Aprimo US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aprimo US LLC's EIN is 81-2454186.
Download the official 2024 Form 5500 (PDF) for Aprimo US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aprimo US 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTING | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Insurance Company Mutual Funds BlackRock iShares S&P 500 Index Fund Class K N/R | Common Collective Trusts | — | — | $4.6M | 16.7% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $4.1M | 15.1% | |
| Investor Shares Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $3.2M | 11.6% | |
| Investor Shares Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $2.4M | 8.7% | |
| Investor Shares Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $2.0M | 7.3% | |
| Investor Shares Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $2.0M | 7.2% | |
| Investor Shares Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $1.5M | 5.6% | |
| Investor Shares Vanguard Mid Cap Index Admiral Shares N/R | Mutual Funds | — | — | $919K | 3.3% | |
| MainStay Winslow Large Cap Growth N/R | Other securities | — | — | $883K | 3.2% | |
| Transamerica Life Ins Co Transamerica Stbl Val Focus Op | Common Stocks | — | — | $759K | 2.8% | |
| Fund Class R1 Janus Henderson Janus Henderson Enterprise Fund Class N/R | Mutual Funds | — | — | $731K | 2.7% | |
| I BlackRock iShares MSCI EAFE International Index N/R | Other securities | — | — | $582K | 2.1% | |
| Fund Class K MFS Value Fund Class R3 N/R | Mutual Funds | — | — | $570K | 2.1% | |
| BlackRock Strategic Income N/R | Other securities | — | — | $524K | 1.9% | |
| Opportunities Portfolio Institutional Shares BlackRock iShares U.S. Aggregate Bond Index N/R | Other securities | — | — | $477K | 1.7% | |
| Fund Class K Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $432K | 1.6% | |
| Institutional Class Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $386K | 1.4% | |
| Investor Shares Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $270K | 1.0% | |
| Investor Shares Janus Henderson Janus Henderson Triton Fund Class I N/R | Mutual Funds | — | — | $266K | 1.0% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio N/R | Mutual Funds | — | — | $182K | 0.7% | |
| Institutional Class Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $172K | 0.6% | |
| Investor Shares Pioneer Bond Fund Class Y N/R | Other securities | — | — | $134K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $89K | 0.3% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $85K | 0.3% | |
| Transamerica International Equity R6 N/R | Other securities | — | — | $85K | 0.3% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $54K | 0.2% | |
| Investor Shares Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $50K | 0.2% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $49K | 0.2% | |
| Interest-Bearing Cash * Transamerica Financial Life Cash Reserve Account | Cash / Money Market | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
