Barbara LUTZ signed Applied Memetics, LLC DBA AM LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Memetics, LLC DBA AM LLC's EIN is 85-1022304.
Download the official 2022 Form 5500 (PDF) for Applied Memetics, LLC DBA AM LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Applied Memetics, LLC DBA AM 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Fixed Income Guaranteed Option | Other securities | — | — | $312K | 20.2% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $202K | 13.1% | |
| Fidelity Investments Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $141K | 9.2% | |
| Fidelity Investments Fidelity International Idx Fd | Common Collective Trusts | — | — | $128K | 8.3% | |
| CORE PL BD FD FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $127K | 8.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $117K | 7.6% | |
| LARGE CAP GROWTH FUND II I1 FD WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $113K | 7.3% | |
| (E) | Other securities | — | — | $90K | 5.8% | |
| BLACKROCK EQTY INDEX CL R FD WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $90K | 5.8% | |
| SMALL CAP VALUE II I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $88K | 5.7% | |
| SMALL CAP GROWTH FUND II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $60K | 3.9% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $51K | 3.3% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $50K | 3.2% | |
| Participants Participant Loans Rate 5.25% - 9.00% - | Bonds / Notes | — | — | $48K | 3.1% | |
| PIMCO Funds Pimco Income Institutional Fd | Mutual Funds | — | — | $7K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
