Damon Wardlow signed Ampler QSR, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ampler QSR, LLC's EIN is 81-4841225.
Download the official 2024 Form 5500 (PDF) for Ampler QSR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ampler QSR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER/BOOKKEEPER | $72K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2030 Target Date Retirement | Other securities | — | — | $2.0M | 13.3% | |
| 2040 Target Date Retirement | Other securities | — | — | $1.9M | 12.8% | |
| 2035 Target Date Retirement | Other securities | — | — | $1.6M | 10.5% | |
| 2025 Target Date Retirement | Other securities | — | — | $1.5M | 10.2% | |
| 2050 Target Date Retirement | Other securities | — | — | $1.2M | 7.9% | |
| 2045 Target Date Retirement | Other securities | — | — | $1.1M | 7.5% | |
| 2055 Target Date Retirement | Other securities | — | — | $825K | 5.5% | |
| Principal Life Insurance Company Investment contract - Guaranteed Option Account | Common Stocks | — | — | $804K | 5.4% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $612K | 4.1% | |
| 500 Index | Common Collective Trusts | — | — | $542K | 3.6% | |
| 2060 Target Date Retirement | Other securities | — | — | $420K | 2.8% | |
| Large Cap Growth | Other securities | — | — | $351K | 2.4% | |
| Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $350K | 2.3% | |
| 2015 Target Date Retirement * 20 2020 Target Date Retirement | Other securities | — | — | $303K | 2.0% | |
| Small Cap Growth | Other securities | — | — | $266K | 1.8% | |
| American Funds 2010 Target Date Retirement | Mutual Funds | — | — | $219K | 1.5% | |
| John Hancock Disciplined Value Mid Cap | Other securities | — | — | $199K | 1.3% | |
| JPMorgan Equity Income Class R5 | Other securities | — | — | $144K | 1.0% | |
| International Growth and Income | Other securities | — | — | $106K | 0.7% | |
| Janus Henderson Enterprise | Mutual Funds | — | — | $85K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $84K | 0.6% | |
| Mid Cap Index | Other securities | — | — | $74K | 0.5% | |
| JP Morgan Core Plus Bond | Other securities | — | — | $61K | 0.4% | |
| American Beacon Small Cap Value | Other securities | — | — | $54K | 0.4% | |
| Small Cap Index | Other securities | — | — | $17K | 0.1% | |
| 2065 Target Date Retirement | Other securities | — | — | $9K | <0.1% | |
| Blackrock Strategic Income Opportunities | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES, INC. |
| 13-2638166 |
| — |
| INVESTMENT ADVISORY |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | 62-1038805 | — | PLAN ADMINISTRATOR | $24K | — |
