Murray Jenkins signed Ankrom Moisan Architects Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ankrom Moisan Architects Inc.'s EIN is 93-1014387.
Download the official 2024 Form 5500 (PDF) for Ankrom Moisan Architects Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ankrom Moisan Architects Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 INDEX R6 Mutual Fund | Mutual Funds | — | — | $7.7M | 27.4% | |
| T. ROWE PRICE RETIREMENT 2045 I Mutual Fund | Other securities | — | — | $2.5M | 9.0% | |
| VANGUARD WELLINGTON FUND INV Mutual Fund | Mutual Funds | — | — | $2.4M | 8.7% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRA Mutual Fund | Mutual Funds | — | — | $2.4M | 8.6% | |
| T. ROWE PRICE RETIREMENT 2055 I Mutual Fund | Other securities | — | — | $2.4M | 8.5% | |
| STATE STREET EQUITY 500 INDEX K Mutual Fund | Common Collective Trusts | — | — | $1.9M | 6.7% | |
| T. ROWE PRICE RETIRE 2035 I Mutual Fund | Other securities | — | — | $1.2M | 4.4% | |
| WEITZ CORE PLUS INCM FD INST Mutual Fund | Other securities | — | — | $1.1M | 3.9% | |
| T. ROWE PRICE RETIRE 2040 I Mutual Fund | Other securities | — | — | $881K | 3.1% | |
| MFS INTERNATIONAL EQUITY R6 Mutual Fund | Mutual Funds | — | — | $826K | 2.9% | |
| VOYA SMALL CAP GROWTH R6 Mutual Fund | Other securities | — | — | $753K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2050 I Mutual Fund | Other securities | — | — | $669K | 2.4% | |
| PUTNAM LARGE CAP VALUE FD R6 Mutual Fund | Mutual Funds | — | — | $504K | 1.8% | |
| VANGUARD TRSY MONEY MKT FD INV SHRS Interest Bearing Cash | Mutual Funds | — | — | $495K | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $396K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $355K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2030 I Mutual Fund | Other securities | — | — | $326K | 1.2% | |
| FULLER & THALER BHVRL SM CAP EQ R6 Mutual Fund | Other securities | — | — | $280K | 1.0% | |
| T. ROWE PRICE RETIRE 2025 I Mutual Fund | Other securities | — | — | $257K | 0.9% | |
| COHEN & STEERS REAL ESTATE SECS Z Mutual Fund | Other securities | — | — | $148K | 0.5% | |
| GQG PARTNERS EMERGING MARKETS EQ R6 Mutual Fund | Other securities | — | — | $104K | 0.4% | |
| ANKROM MOISAN 401(K) PLAN LOANPOOL Participant Loans*** | Participant loans | — | — | $96K | 0.3% | |
| T. ROWE PRICE RETIRE 2015 I Mutual Fund | Other securities | — | — | $45K | 0.2% | |
| UNDISCOVERED MGRS BEHAVIORAL VAL R6 Mutual Fund | Other securities | — | — | $36K | 0.1% | |
| LORD ABBETT SHORT DUR INCOME CL R6 Mutual Fund | Mutual Funds | — | — | $32K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 I Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| T ROWE PRICE RETIREMENT BALANCE FD Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.