Shirley Horner signed Bluemont Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluemont Group Holdings, LLC's EIN is 88-3397917.
Download the official 2024 Form 5500 (PDF) for Bluemont Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluemont Group Holdings, LLC's 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $329K | 11.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $287K | 10.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $279K | 9.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $245K | 8.7% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $222K | 7.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 7.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $175K | 6.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $168K | 6.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $150K | 5.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $114K | 4.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $106K | 3.8% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $94K | 3.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $87K | 3.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $87K | 3.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $71K | 2.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 1.5% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $42K | 1.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $39K | 1.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $17K | 0.6% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $13K | 0.5% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
