Julie Baker signed Amtex Supply Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amtex Supply Holdings, Inc.'s EIN is 82-3729171.
Download the official 2024 Form 5500 (PDF) for Amtex Supply Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amtex Supply Holdings, Inc.'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 | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2030 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.8M | 15.5% | |
| AMC ONE CHOICE 2035 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.8M | 11.5% | |
| AMC ONE CHOICE 2050 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.5% | |
| AMC ONE CHOICE 2045 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.4M | 9.7% | |
| AMC ONE CHOICE 2025 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| AMC ONE CHOICE 2040 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 7.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 6.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $956K | 3.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $660K | 2.7% | |
| AMC ONE CHOICE 2055 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $577K | 2.4% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $349K | 1.4% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $319K | 1.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $314K | 1.3% | |
| AMC OC IN RETIREMENT TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $307K | 1.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $294K | 1.2% | |
| AMC ONE CHOICE 2060 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $279K | 1.1% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $247K | 1.0% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $179K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $140K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $116K | 0.5% | |
| AMERICAN BEACON SM CP VL Y | Registered Investment Companies | — | — | $113K | 0.5% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $68K | 0.3% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $57K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $55K | 0.2% | |
| AMC ONE CHOICE 2065 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $41K | 0.2% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| GOLDMAN INTL SMALL CAP I | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $45K |
| — |
