Joseph Walsh signed AZPB Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AZPB Limited Partnership's EIN is 86-0761521.
Download the official 2024 Form 5500 (PDF) for AZPB Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AZPB Limited Partnership'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 | $74K | — |
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 2030 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.0M | 11.6% | |
| American Funds 2035 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.0M | 11.5% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $6.1M | 10.1% | |
| American Funds 2045 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $5.9M | 9.8% | |
| TIAA-CREF Large Cap Growth Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $4.7M | 7.8% | |
| American Funds 2050 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $4.0M | 6.6% | |
| American Funds 2055 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $3.5M | 5.8% | |
| American Funds 2040 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $3.4M | 5.7% | |
| American Funds 2025 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $2.0M | 3.3% | |
| Vanguard Small Cap Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $1.8M | 3.1% | |
| American Funds 2060 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.8M | 3.0% | |
| DFA US Large Cap Value I Fd Registered Investment Company | Mutual Funds | — | — | $1.8M | 3.0% | |
| American Funds America Balance R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.7M | 2.9% | |
| DFA U.S. Targeted Value I Fund Registered Investment Company | Mutual Funds | — | — | $1.7M | 2.8% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.6M | 2.7% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| PIMCO Income Institutional Fd Registered Investment Company | Mutual Funds | — | — | $830K | 1.4% | |
| BlackRock Total Return K Fund Registered Investment Company | Common Stocks | — | — | $809K | 1.3% | |
| American Funds 2010 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $752K | 1.2% | |
| American Funds 2065 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $714K | 1.2% | |
| Notes receivable from participants maturing through March 2043 0 | Other securities | — | — | $622K | 1.0% | |
| Fidelity Emerg Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $486K | 0.8% | |
| American Funds 2015 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $427K | 0.7% | |
| American Funds 2020 Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $29K | <0.1% | |
| (E) | Other securities | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
