T R BICK signed Americom Technology, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Americom Technology, LLC's EIN is 87-0405649.
Download the official 2023 Form 5500 (PDF) for Americom Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Americom Technology, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| SHELTON NASDAQ-100 INDEX DIRECT 12,779 Shares | Other securities | — | — | $432K | 12.0% | |
| VANGUARD MID-CAP VALUE INDEX ADM 4,942 Shares | Mutual Funds | — | — | $371K | 10.3% | |
| Interest Identity of Issue Description of Investment Value VANGUARD TOTAL STOCK MKT IDX ADM 3,206 Shares | Common Collective Trusts | — | — | $370K | 10.3% | |
| SCHWAB FDMTL US LG CO IDX 14,418 Shares | Common Collective Trusts | — | — | $350K | 9.7% | |
| VANGUARD MID CAP INDEX FUND - ADM 955 Shares | Common Collective Trusts | — | — | $275K | 7.6% | |
| VANGUARD MID-CAP GROWTH INDEX ADM 2,596 Shares | Mutual Funds | — | — | $245K | 6.8% | |
| VANGUARD DEVELOPED MARKETS INDEX ADM 12,158 Shares | Mutual Funds | — | — | $187K | 5.2% | |
| VANGUARD INTERM-TERM BOND INDEX ADM 17,917 Shares | Mutual Funds | — | — | $186K | 5.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $175K | 4.9% | |
| PUTNAM STABLE VALUE FUND 163,242 Shares | Stable Value | — | — | $163K | 4.5% | |
| SCHWAB TREASURY INFL PROTECTED SECS IDX 14,655 Shares | Common Collective Trusts | — | — | $150K | 4.2% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM 1,503 Shares | Mutual Funds | — | — | $128K | 3.5% | |
| VANGUARD SMALL CAP VALUE INDEX ADM 1,496 Shares | Mutual Funds | — | — | $116K | 3.2% | |
| VANGUARD REAL ESTATE INDEX ADM 858 Shares | Mutual Funds | — | — | $107K | 3.0% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM 3,092 Shares | Common Collective Trusts | — | — | $106K | 2.9% | |
| VANGUARD INTER-TERM TREASURY IND ADM 4,435 Shares | Mutual Funds | — | — | $89K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADM 867 Shares | Mutual Funds | — | — | $89K | 2.5% | |
| FIDELITY CAPITAL & INCOME 8,924 Shares | Mutual Funds | — | — | $86K | 2.4% | |
| Participant loans Maturing from 2023 to 2028. Interest rates ranging from 4.25% to 9.50%, as of December 31, 2023. | Bonds / Notes | — | — | $84K | 2.3% | |
| GREAT-WEST INTERNATIONAL VALUE INSTL 5,689 Shares | Other securities | — | — | $47K | 1.3% | |
| GREAT-WEST T. ROWE PRICE MID CAP GR INST 1,614 Shares | Other securities | — | — | $10K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CANNON CAPITAL MANAGEMENT INC |
| — |
| SALT LAKE CITY, UT |
| INVESTMENT ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE LLC | — | GILBERT, AZ | OTHER | $4K | — |
