Ryan Price signed Amsco Windows' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amsco Windows' EIN is 87-0239541.
Download the official 2024 Form 5500 (PDF) for Amsco Windows from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amsco Windows' plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNE | 47-1411118 | — | INVESTMENT ADVISORY | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Principal Trust Company Fidelity Freedom Index 2035 Premier Fund | Mutual Funds | — | — | $3.3M | 16.4% | |
| Principal Trust Company Fidelity Freedom Index 2030 Premier Fund | Mutual Funds | — | — | $2.6M | 13.1% | |
| Principal Trust Company Fidelity Freedom Index 2040 Premier Fund | Mutual Funds | — | — | $1.9M | 9.5% | |
| Principal Trust Company Fidelity Freedom Index 2045 Premier Fund | Mutual Funds | — | — | $1.8M | 9.2% | |
| Principal Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 6.7% | |
| Principal Trust Company Fidelity Freedom Index 2025 Premier Fund | Mutual Funds | — | — | $1.3M | 6.5% | |
| INVESCO STABLE VALUE TR CL I INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $950K | 4.8% | |
| Principal Trust Company Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $845K | 4.2% | |
| November 2029 - | Other securities | — | — | $524K | 2.6% | |
| Principal Trust Company JP Morgan Equity Income R6 Fund | Common Stocks | — | — | $479K | 2.4% | |
| Principal Trust Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $476K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2060 Premier Fund | Mutual Funds | — | — | $473K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2050 Premier Fund | Mutual Funds | — | — | $469K | 2.4% | |
| Principal Trust Company Fidelity Freedom Index 2055 Premier Fund | Mutual Funds | — | — | $438K | 2.2% | |
| Principal Trust Company Fidelity Freedom Index 2065 Premier Fund | Mutual Funds | — | — | $406K | 2.0% | |
| Principal Trust Company Fidelity Freedom Index 2020 Premier Fund | Mutual Funds | — | — | $382K | 1.9% | |
| Contract Value Investments * Principal Trust Company Principal Guaranteed Option | Common Stocks | — | — | $301K | 1.5% | |
| Principal Trust Company Fidelity Freedom Index 2010 Premier Fund | Mutual Funds | — | — | $240K | 1.2% | |
| Principal Trust Company Virtus KAR Small Cap Growth R6 Fund | Common Stocks | — | — | $238K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $228K | 1.1% | |
| Principal Trust Company Victory Sycamore Established Value R6 Fund | Common Stocks | — | — | $199K | 1.0% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $176K | 0.9% | |
| Principal Trust Company Undiscovered Managers Behavioral Value R6 Fund | Common Stocks | — | — | $175K | 0.9% | |
| Principal Trust Company JP Morgan Core Bond R6 Fund | Common Stocks | — | — | $168K | 0.8% | |
| Principal Trust Company American Funds New World R6 Fund | Mutual Funds | — | — | $143K | 0.7% | |
| Principal Trust Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $131K | 0.7% | |
| Principal Trust Company American Funds EUPAC R6 Fund | Mutual Funds | — | — | $109K | 0.5% | |
| (E) | Other securities | — | — | $99K | 0.5% | |
| Principal Trust Company MFS International Growth R6 Fund | Mutual Funds | — | — | $99K | 0.5% | |
| EAGLE MID CAP GROWTH CIT CL 4 ALTA TRUST COMPANY · EIN 83-0524193 / PN 004 | Common Collective Trust | — | — | $61K | 0.3% | |
| Principal Trust Company BlackRock High Yield Portfolio K Fund | Common Stocks | — | — | $14K | <0.1% | |
| Principal Trust Company Fidelity Freedom Index Income Premier Fund | Mutual Funds | — | — | $7K | <0.1% | |
| INVESCO TRUST COMPANY INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
