TARA Evans, for TAG Resources signed AVMA Life Trust, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVMA Life Trust, LLC's EIN is 84-2685033.
Download the official 2024 Form 5500 (PDF) for AVMA Life Trust, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVMA Life Trust, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $336K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $200K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $9.1M | 12.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $8.6M | 11.5% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $8.4M | 11.2% | |
| Transamerica Partners Stock Index Retirement Account | Other securities | — | — | $6.6M | 8.9% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $6.6M | 8.9% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $6.5M | 8.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $5.4M | 7.3% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $4.8M | 6.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $4.2M | 5.6% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $3.0M | 4.0% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $2.7M | 3.7% | |
| Transamerica Stable Value Advantage Account | Stable Value | — | — | $1.7M | 2.3% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| CLEARBRIDGE MD CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 989 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $1.5M | 2.0% | |
| Transamerica Hartford International Opportunities Retirement Account | Other securities | — | — | $1.5M | 1.9% | |
| HARTFORD INTRNTL OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 643 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| MFS MASSACHUSETTS INVSTRS GROWTH ST TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $1.3M | 1.8% | |
| CLEARBRIDGE INTERNATIONAL VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 936 | Pooled Separate Account | — | — | $1.1M | 1.5% | |
| DFA EMERGING MRKTS PORTFOLIO RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $652K | 0.9% | |
| Transamerica MFS Massachusetts Investors Retirement Account | Mutual Funds | — | — | $456K | 0.6% | |
| MFS MASS INVSTR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $456K | 0.6% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $436K | 0.6% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $394K | 0.5% | |
| CLEARBRIDGE SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $343K | 0.5% | |
| AMERICAN CENTURY DIVERSIFIED BOND R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 095 | Pooled Separate Account | — | — | $318K | 0.4% | |
| Account * Transamerica PIMCO Income Retirement Account | Mutual Funds | — | — | $183K | 0.2% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $183K | 0.2% | |
| INVESCO INTERNATIONAL DIVERSIFIED R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 953 | Pooled Separate Account | — | — | $149K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $53K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $208 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | 61-1732930 | — | INVESTMENT ADVISORY-PLAN | $25K | — |
| IPI WEALTH MANAGEMENT INC | 37-1202099 | — | INVESTMENT ADVISORY-PLAN | $6K | — |
| PROPARTNERS WEALTH LLC | 82-4891284 | — | INVESTMENT ADVISORY-PLAN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY | 14-1918990 | — | AUDIT | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE FINANCIAL EDUCATION LLC | 84-5060655 | — | CONSULTING | $1K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADV-PLAN | $191 | — |
| AVMA LIFE TRUST LLC | 84-2685033 | — | PLAN SPONSOR | $40 | — |
