Trenise M. McGhee signed Amynta Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amynta Agency, Inc.'s EIN is 82-3697493.
Download the official 2024 Form 5500 (PDF) for Amynta Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amynta Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Management 2040 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $16.4M | 16.0% | |
| Management 2025 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $14.2M | 13.9% | |
| Management Income Fund Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $13.3M | 13.0% | |
| Management 2020 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $8.6M | 8.4% | |
| J.P. Morgan Investment JP Morgan Large Growth Fund R6 N/R | Other securities | — | — | $6.9M | 6.7% | |
| JPM SMARTRTRMNT BLEND 2025 R6 MUTUAL FUNDS | Other securities | — | $6.3M | $6.5M | 6.4% | |
| Management 2045 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $3.8M | 3.7% | |
| J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $2.9M | 2.8% | |
| Management 2035 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $2.8M | 2.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $2.4M | 2.4% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $2.4M | 2.3% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| Management 2050 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $2.1M | 2.0% | |
| Management 2055 Fund R6 Fidelity Small Cap Growth Fund K6 N/R | Mutual Funds | — | — | $1.7M | 1.7% | |
| Shares American Funds American EuroPacific Growth Fund R6 N/R | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fund Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Blackrock Mid Cap Growth Fund N/R | Other securities | — | — | $1.5M | 1.5% | |
| Sycamore Capital Victory Sycamore Est Value Fund N/R | Other securities | — | — | $1.5M | 1.5% | |
| N.A. Institutional * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.4M | 1.4% | |
| Prudential PGIM Total Return Bond Fund R6 N/R | Other securities | — | — | $1.3M | 1.3% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Management Vanguard Group Vanguard Selected Value Fund Investor N/R | Mutual Funds | — | — | $983K | 1.0% | |
| Lord Abbett Lord Abbett High Yield Fund Class R6 N/R | Mutual Funds | — | — | $942K | 0.9% | |
| Blackrock Emerging Markets Fund K N/R | Other securities | — | — | $917K | 0.9% | |
| PIMCO Rae US Small Fund Institutional N/R | Mutual Funds | — | — | $715K | 0.7% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index N/R | Mutual Funds | — | — | $556K | 0.5% | |
| Management 2030 Fund R6 J.P. Morgan Investment JP Morgan Smart Retirement Blend N/R | Other securities | — | — | $258K | 0.3% | |
| ACCRUED INCOME ACCRUED INCOME 117 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $19K | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
