AMVC Employee Services, LLC's EIN is 91-2104777.
Download the official 2024 Form 5500 (PDF) for AMVC Employee Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMVC Employee Services, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV. PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $6.6M | 23.8% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $6.3M | 22.7% | |
| RetirePilot Moderate Retirement Collective Investment Trust | Common Collective Trusts | — | — | $5.4M | 19.2% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $5.4M | 19.2% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $3.4M | 12.1% | |
| JP Morgan Large Cap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $1.8M | 6.5% | |
| Fidelity NASDAQ Composite Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 4.3% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7034110 / PN 001 | Common Collective Trust | — | — | $560K | 2.0% | |
| JP Morgan US Equity R6 Fund Registered Investment Company | Common Stocks | — | — | $443K | 1.6% | |
| Principal Large Cap S&P 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $329K | 1.2% | |
| PRIN LGCP S&P 500 INDEXPRIN LGCP S& PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $329K | 1.2% | |
| Vanguard Value Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $309K | 1.1% | |
| Vanguard Mid Cap Value Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $292K | 1.0% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $291K | 1.0% | |
| PUTNAM Large Cap Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $261K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $98K | 0.4% | |
| Vanguard Total World Stock Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $95K | 0.3% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $74K | 0.3% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $54K | 0.2% | |
| Principal Mid Cap S&P 400 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $52K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $52K | 0.2% | |
| PGIM Jennison Small Company R6 Fund Registered Investment Company ** 890 PIMCO Income Institutional Fund Registered Investment Company | Mutual Funds | — | — | $49K | 0.2% | |
| Dodge & Cox International Stock I Fund Registered Investment Company | Mutual Funds | — | — | $32K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $32K | 0.1% | |
| Vanguard Intermediate Term Bond Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $31K | 0.1% | |
| American Funds Small Cap World R6 Fund Registered Investment Company | Mutual Funds | — | — | $27K | <0.1% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $24K | <0.1% | |
| Principal Core Fixed Income Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $23K | <0.1% | |
| RETIREPILOT CONSERV 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| MFS Mid Cap Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $15K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Principal Small Cap Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $12K | <0.1% | |
| DFA Inflation-Protected Securities I Fund Registered Investment Company | Mutual Funds | — | — | $12K | <0.1% | |
| Cohen & Steers Real Estate Securities Z Fund Registered Investment Company | Common Stocks | — | — | $10K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $2K | <0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $878 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | 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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | OTHER SERVICES | $0 | — |
