Elayna Roberts signed AIP-CAS Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AIP-CAS Holdings, LLC's EIN is 83-1442372.
Download the official 2024 Form 5500 (PDF) for AIP-CAS Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AIP-CAS Holdings, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | Mutual Funds | — | $7K | $1.5M | 18.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | $7K | $1.4M | 16.8% | |
| Money Market Funds Vanguard Federal Money Market Fund Investor | Mutual Funds | — | $744K | $744K | 9.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | $27K | $714K | 8.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | $17K | $644K | 7.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | $13K | $552K | 6.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | $10K | $491K | 6.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | $24K | $314K | 3.9% | |
| Fidelity International Index | Mutual Funds | — | $6K | $304K | 3.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | $5K | $281K | 3.5% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | $26K | $261K | 3.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | $4K | $210K | 2.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | $8K | $202K | 2.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | $6K | $172K | 2.1% | |
| Notes Receivable from Participants Maturing on various dates through June 2028; interest rates ranging from 4.25% to 9.25% | Bonds / Notes | — | — | $96K | 1.2% | |
| Vanguard Small-Cap Index Fund Admiral 529 | Common Collective Trusts | — | — | $61K | 0.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | $3K | $55K | 0.7% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | $4K | $41K | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral 120 | Common Collective Trusts | — | — | $39K | 0.5% | |
| Loomis Sayles Invesment Grade Bond Y 60 582 Vanguard Value Index Fund Admiral 467 | Common Collective Trusts | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2065 788 | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity Inflation-Prot Bd Index Fund 921 | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral 116 | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
