Americantcs Fiduciary Services, LLC's EIN is 93-2789379.
Download the official 2024 Form 5500 (PDF) for Americantcs Fiduciary Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Americantcs Fiduciary Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $57K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | — | NONE | $43K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $7K | — |
| IRON FIDUCIARY, AN OFFERING BY CREA | 43-1270780 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 IDX FUND Mutual Fund | Common Collective Trusts | — | — | $3.0M | 10.1% | |
| FIDELITY FREE IDX 2035 PREM Mutual Fund | Common Collective Trusts | — | — | $2.7M | 9.0% | |
| FIDELITY FREE IDX 2040 PREM Mutual Fund | Common Collective Trusts | — | — | $2.6M | 8.9% | |
| FIDELITY FREE IDX 2025 PREM Mutual Fund | Common Collective Trusts | — | — | $1.8M | 6.1% | |
| VANGUARD GRO IDX FD ADM Mutual Fund | Common Collective Trusts | — | — | $1.7M | 5.9% | |
| FIDELITY FREE IDX 2030 PREM Mutual Fund | Common Collective Trusts | — | — | $1.7M | 5.7% | |
| VANGUARD SMALL CAP I Mutual Fund | Mutual Funds | — | — | $1.7M | 5.6% | |
| VNGRD TOT STK MK IDX FD AD Mutual Fund | Common Collective Trusts | — | — | $1.6M | 5.5% | |
| FIDELITY FREE IDX 2055 PREM Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.7% | |
| VANGUARD MD CAP IDX FD AD Mutual Fund | Common Collective Trusts | — | — | $1.2M | 4.1% | |
| FIDELITY FREE IDX 2020 PREM Mutual Fund | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| FIDELITY FREE IDX 2045 PREM Mutual Fund | Common Collective Trusts | — | — | $1.1M | 3.6% | |
| VANGUARD VAL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $973K | 3.3% | |
| FIDELITY US BND IDX FUND Mutual Fund | Common Collective Trusts | — | — | $649K | 2.2% | |
| TIAA CREF INTL EQ IDX INSTL Mutual Fund | Common Collective Trusts | — | — | $603K | 2.0% | |
| FIDELITY FREE IDX 2060 PREM Mutual Fund | Common Collective Trusts | — | — | $588K | 2.0% | |
| FIDELITY MULTI-ASSET IDX FD Mutual Fund | Common Collective Trusts | — | — | $499K | 1.7% | |
| VANGUARD FTSE SO IDX ADM Mutual Fund | Common Collective Trusts | — | — | $449K | 1.5% | |
| VNGRD SH TM BD IDX FD AD Mutual Fund | Common Collective Trusts | — | — | $399K | 1.3% | |
| STATE STREET BALANCED INDEX K Mutual Fund | Other securities | — | — | $395K | 1.3% | |
| FED INSTL HIGH YLD BND Mutual Fund | Other securities | — | — | $325K | 1.1% | |
| VANGUARD LIFE CON GRTH FD Mutual Fund | Mutual Funds | — | — | $193K | 0.7% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $162K | 0.5% | |
| VNGRD TOT INTL BD IND AD Mutual Fund | Other securities | — | — | $134K | 0.5% | |
| VNGRD SH TRM CRP BD IDX AD Mutual Fund | Common Collective Trusts | — | — | $132K | 0.4% | |
| FIDELITY FREE IDX 2065 PREM Mutual Fund | Common Collective Trusts | — | — | $116K | 0.4% | |
| VNGRD INT TRM TRSY IDX AD Mutual Fund | Common Collective Trusts | — | — | $100K | 0.3% | |
| VNGRD RL ES IN FD AD SHR Mutual Fund | Other securities | — | — | $76K | 0.3% | |
| FIDELITY INTL SUSTAIN IDX Mutual Fund | Common Collective Trusts | — | — | $74K | 0.2% | |
| SCHWB TRS INF PR SEC IDX FD Mutual Fund | Common Collective Trusts | — | — | $72K | 0.2% | |
| VNGRD EM MK STK IDX FD AD Mutual Fund | Common Collective Trusts | — | — | $65K | 0.2% | |
| SCHWAB BANK SAVINGS Money Market Fund | Mutual Funds | — | — | $63K | 0.2% | |
| FIDELITY FREE IDX 2015 PREM Mutual Fund | Common Collective Trusts | — | — | $35K | 0.1% | |
| FIDELITY FREE IDX 2010 PREM Mutual Fund | Common Collective Trusts | — | — | $25K | <0.1% | |
| FIDELITY FREE IDX INC PREM Mutual Fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| VNGRD SH TM TRSY IDX AD Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
