Kevin Carter signed Studies Weekly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Studies Weekly, Inc.'s EIN is 87-0554397.
Download the official 2024 Form 5500 (PDF) for Studies Weekly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Studies Weekly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * American Funds 2040Target Date Retirement N/A | Registered Investment Companies | — | — | $879K | 10.3% | |
| * American Funds 2030 Target Date Retirement N/A | Registered Investment Companies | — | — | $873K | 10.3% | |
| * American Funds 2045Target Date Retirement N/A | Registered Investment Companies | — | — | $853K | 10.0% | |
| * American Funds 2035Target Date Retirement N/A | Registered Investment Companies | — | — | $822K | 9.7% | |
| * American Funds 2060Target Date Retirement N/A | Registered Investment Companies | — | — | $714K | 8.4% | |
| * American Funds 2055Target Date Retirement N/A | Registered Investment Companies | — | — | $644K | 7.6% | |
| * American Funds 2050Target Date Retirement N/A | Registered Investment Companies | — | — | $570K | 6.7% | |
| * American Funds 2025 Target Date Retirement N/A | Registered Investment Companies | — | — | $344K | 4.1% | |
| * American Funds Growth Fund of Amercia N/A | Registered Investment Companies | — | — | $327K | 3.8% | |
| * American Funds Fundamental Investors N/A | Registered Investment Companies | — | — | $306K | 3.6% | |
| * American Funds Washington Mutual Investors Fund N/A | Registered Investment Companies | — | — | $292K | 3.4% | |
| * American Funds The Investment Company of America N/A | Registered Investment Companies | — | — | $238K | 2.8% | |
| * American Funds 2070Target Date Retirement N/A 930 Registered Investment Company * American Funds American Balanced Fund N/A | Registered Investment Companies | — | — | $229K | 2.7% | |
| * American Funds AMCAP Fund N/A | Registered Investment Companies | — | — | $228K | 2.7% | |
| * American Funds 2065Target Date Retirement N/A | Registered Investment Companies | — | — | $221K | 2.6% | |
| * American Funds SMALLCAP World Fund N/A | Registered Investment Companies | — | — | $143K | 1.7% | |
| * American Funds U.S. Government Securities Fund N/A | Registered Investment Companies | — | — | $95K | 1.1% | |
| * American Funds International Growth and Income Fund N/A | Registered Investment Companies | — | — | $83K | 1.0% | |
| * American Funds The Bond Fund of America N/A | Registered Investment Companies | — | — | $76K | 0.9% | |
| * American Funds New World Fund N/A | Registered Investment Companies | — | — | $76K | 0.9% | |
| * American Funds Intermediate Bond Fund of America N/A | Registered Investment Companies | — | — | $67K | 0.8% | |
| * American Funds Capital World Bond Fund N/A | Registered Investment Companies | — | — | $67K | 0.8% | |
| * American Funds Capital World Growth and Income Fund N/A | Registered Investment Companies | — | — | $59K | 0.7% | |
| * American Funds U.S. Government Money Market Fund N/A | Registered Investment Companies | — | — | $59K | 0.7% | |
| * American Funds EuropPacific Growth Fund N/A | Registered Investment Companies | — | — | $58K | 0.7% | |
| * American Funds The Income Fund of America N/A | Registered Investment Companies | — | — | $48K | 0.6% | |
| * American Funds Capital Income Builder N/A | Registered Investment Companies | — | — | $47K | 0.6% | |
| * American Funds 2020 Target Date Retirement N/A | Registered Investment Companies | — | — | $44K | 0.5% | |
| Range of Interest Rates * Participant Loans Rates of 1% to 9.5% N/A | Bonds / Notes | — | — | $26K | 0.3% | |
| * American Funds Moderate Growth and Income Portfolio Fund N/A | Registered Investment Companies | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
