American Advanced Management, Inc.'s EIN is 82-4423052.
Download the official 2024 Form 5500 (PDF) for American Advanced Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Advanced Management, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $12 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.6M | 98.8% | |
| Voya Index Solution 2035 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $725K | 15.6% | |
| Voya Index Solution 2045 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $694K | 14.9% | |
| Voya Index Solution 2055 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $636K | 13.7% | |
| Voya Index Solution 2040 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $626K | 13.5% | |
| Voya Index Solution 2050 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $507K | 10.9% | |
| Voya Index Solution 2030 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $331K | 7.1% | |
| Voya Index Solution 2060 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $212K | 4.6% | |
| AB Large Cap Grw Fnd Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $148K | 3.2% | |
| Voya Index Solution Inc P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $141K | 3.0% | |
| Vangrd 500 Index Fund Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $123K | 2.6% | |
| Voya Index Solution 2025 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $117K | 2.5% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Accounts N/A 678 * Voya Fixed Account (4062) Insurance Contract N/A | Pooled Separate Accounts | — | — | $52K | 1.1% | |
| Invesco Equity & Income Fd R6 Pooled Separate Accounts N/A 22 JPMorgan US Equity Fund R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $47K | 1.0% | |
| Voya Index Solution 2065 P Z Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $44K | 0.9% | |
| Vangrd LifeStrat Md Grw Fd Inv Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $28K | 0.6% | |
| Vangrd LifeStrat Cns Gr Fd Inv Pooled Separate Accounts N/A 220 Vangrd LifeStrat Grw Fd Inv Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $26K | 0.6% | |
| DFA Intl Core Eq 2-Inst Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $19K | 0.4% | |
| Amer Fnds New Perspective R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| DFA US Targeted Vl Port Ins Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| PIMCO Income Fund Ins Pooled Separate Accounts N/A - Principal High Yield Fnd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Amer Fnds EUPAC Fund R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| Invesco Divrsd Dividend Fd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| Amer Fnds New World Fund R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| Amer Fnds American Balance R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Templeton Global Bond Fund R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Invesco Comstock Fund R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Carillon Eagle Sm Cap Grw R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Vangrd LifeStrat Inc Fd Inv Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| PGIM Global Real Estate Fd R6 Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| DFA Infl-Prot Sec Port Ins Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
