SHO Shiratori signed AMS Impact Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMS Impact Group, LLC's EIN is 82-5192311.
Download the official 2024 Form 5500 (PDF) for AMS Impact Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMS Impact Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.8M | 16.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 15.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 11.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 10.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $676K | 6.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $640K | 5.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $570K | 5.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $385K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $327K | 3.0% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $230K | 2.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $169K | 1.6% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $85K | 0.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $60K | 0.6% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $46K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $44K | 0.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $36K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $32K | 0.3% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $26K | 0.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $26K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $22K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $17K | 0.2% | |
| FID ADV INVEST GRADE BOND Z | Registered Investment Companies | — | — | $12K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
