Steven Stout signed American Crafts, L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Crafts, L.C.'s EIN is 87-0573741.
Download the official 2024 Form 5500 (PDF) for American Crafts, L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Crafts, L.C.'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 |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $48K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $8.6M | 99.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.5M | 16.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.1M | 13.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $905K | 10.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $896K | 10.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $771K | 8.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $683K | 7.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $520K | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $383K | 4.4% | |
| Vanguard Total Intl Stock Index | Mutual Funds | — | — | $337K | 3.9% | |
| DFA US Core Equity Portfolio | Mutual Funds | — | — | $334K | 3.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $307K | 3.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $200K | 2.3% | |
| DFA Intl Core Equity Portfolio | Mutual Funds | — | — | $185K | 2.1% | |
| Vanguard Total Stock Market | Mutual Funds | — | — | $105K | 1.2% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $96K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $95K | 1.1% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $77K | 0.9% | |
| Matrix Trust Matrix Trust Cash ** 11 Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $41K | 0.5% | |
| Matrix Trust Non interest bearing cash | Cash / Money Market | — | — | $29K | 0.3% | |
| Participants Loans | Participant loans | — | — | $26K | 0.3% | |
| DFA Commodity Strategy Portfolio | Mutual Funds | — | — | $17K | 0.2% | |
| DFA Intermediate-Term Extended Quality Port | Mutual Funds | — | — | $15K | 0.2% | |
| DFA Inflation-Protected Sec Port | Mutual Funds | — | — | $15K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
