Norma Mitchell signed Amsive, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amsive, LLC's EIN is 84-3339624.
Download the official 2024 Form 5500 (PDF) for Amsive, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amsive, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| BRADSHAW, GORDON & CLINKSCALES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID BLUE CHIP GR K6 N/R | Mutual Funds | — | — | $10.0M | 15.2% | |
| Fidelity FID 500 INDEX N/R | Common Collective Trusts | — | — | $4.7M | 7.1% | |
| Fidelity FID FREEDOM 2040 K6 N/R | Mutual Funds | — | — | $4.4M | 6.6% | |
| American Funds AF AMER MUTUAL R6 N/R | Mutual Funds | — | — | $4.0M | 6.1% | |
| Fidelity FID FREEDOM 2030 K6 N/R | Mutual Funds | — | — | $3.9M | 6.0% | |
| Fidelity FID GOVT Money Market K6 N/R | Mutual Funds | — | — | $3.7M | 5.6% | |
| Fidelity FID FREEDOM 2035 K6 N/R | Mutual Funds | — | — | $3.6M | 5.5% | |
| Fidelity FID FREEDOM 2050 K6 N/R | Mutual Funds | — | — | $3.4M | 5.1% | |
| Fidelity FID FREEDOM 2045 K6 N/R | Mutual Funds | — | — | $3.2M | 4.9% | |
| Allspring AS SPL MID CP VAL R6 N/R | Other securities | — | — | $2.7M | 4.1% | |
| Vanguard VANG LIFEST GROWTH N/R | Mutual Funds | — | — | $2.1M | 3.2% | |
| Fidelity FID FREEDOM 2055 K6 N/R | Mutual Funds | — | — | $2.1M | 3.1% | |
| Fidelity FID SEL TECHNOLOGY N/R | Mutual Funds | — | — | $1.9M | 2.9% | |
| Fidelity FID US BOND IDX N/R | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| Dodge & Cox DODGE&COX INTL STK I N/R | Mutual Funds | — | — | $1.6M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 2.2% | |
| Fidelity FID FREEDOM 2060 K6 N/R | Mutual Funds | — | — | $1.3M | 2.0% | |
| Fidelity FID INTL CAP APPREC N/R | Mutual Funds | — | — | $1.3M | 2.0% | |
| Fidelity FID BALANCED K6 N/R | Mutual Funds | — | — | $1.3M | 1.9% | |
| Bank of NY Mellon BNYM S/MD CP GR Y N/R | Other securities | — | — | $1.2M | 1.8% | |
| Fidelity FID FREEDOM 2025 K6 N/R | Mutual Funds | — | — | $1.2M | 1.8% | |
| Fidelity FID SM CAP IDX N/R | Common Collective Trusts | — | — | $953K | 1.4% | |
| Fidelity FID TOTAL BOND K6 N/R | Mutual Funds | — | — | $945K | 1.4% | |
| Fidelity FID FREEDOM 2070 K6 N/R 756 * Participant Loans Interest rates: 4.25% - 9.50% with $0 | Mutual Funds | — | — | $733K | 1.1% | |
| American Century AM CENT SMCAP VAL R6 N/R | Other securities | — | — | $600K | 0.9% | |
| Fidelity FID FREEDOM 2020 K6 N/R | Mutual Funds | — | — | $439K | 0.7% | |
| Fidelity FID FREEDOM 2065 K6 N/R | Mutual Funds | — | — | $403K | 0.6% | |
| Fidelity FID GLB EX US IDX N/R | Common Collective Trusts | — | — | $388K | 0.6% | |
| Parnassus CORE EQ IS N/R | Other securities | — | — | $307K | 0.5% | |
| American Funds AF RETINC PTF CNS R6 N/R | Mutual Funds | — | — | $290K | 0.4% | |
| Fidelity FID FREEDOM 2010 K6 N/R | Mutual Funds | — | — | $43K | <0.1% | |
| Fidelity FID FREEDOM INC K6 N/R | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity FID FREEDOM 2015 K6 N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity FID MID CAP IDX N/R | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 57-1060705 |
| — |
| CONSULTANT |
| $8K |
| — |
