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, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VOYA Variable Investment Funds | Other securities | — | — | $12.1M | 16.5% | |
| VOYA RETIREMENT INSURANCE & ANNUITY VOYA VARIABLE INVESTMENT FUNDS · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $12.1M | 16.5% | |
| VOYA Fixed / GAA Investment Fund | Other securities | — | — | $11.3M | 15.5% | |
| American Funds 2035 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $5.7M | 7.8% | |
| American Funds 2040 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $4.5M | 6.1% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $4.1M | 5.6% | |
| American Funds 2045 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $3.8M | 5.2% | |
| Franklin DynaTech Fund Class R6 | Mutual Funds | — | — | $2.6M | 3.6% | |
| American Funds 2050 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $2.3M | 3.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 2.6% | |
| American Funds 2015 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $1.5M | 2.0% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $1.5M | 2.0% | |
| American Funds 2025 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $1.5M | 2.0% | |
| The Standard APEX Guaranteed Rate Stable Value Fund I | Stable Value | — | — | $1.3M | 1.8% | |
| American Funds 2020 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $1.3M | 1.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| Calvert Balanced Fund Class R6 | Other securities | — | — | $1.2M | 1.6% | |
| American Funds 2055 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $1.2M | 1.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $971K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $951K | 1.3% | |
| American Funds 2060 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $937K | 1.3% | |
| Calvert Conservative Allocation Fund Class R6 | Other securities | — | — | $932K | 1.3% | |
| Calvert Bond Fund Class R6 | U.S. Treasuries | — | — | $911K | 1.2% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $904K | 1.2% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares 985 * Participant Loans** Interest Rates (3.25% - 9.50%) | Common Collective Trusts | — | — | $743K | 1.0% | |
| Vanguard FTSE Social Index Fund Admiral Shares | Common Collective Trusts | — | — | $721K | 1.0% | |
| American Century Mid Cap Value Fund Class R6 | Other securities | — | — | $709K | 1.0% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $554K | 0.8% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $458K | 0.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $393K | 0.5% | |
| Putnam Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $342K | 0.5% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $341K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $335K | 0.5% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $294K | 0.4% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $268K | 0.4% | |
| Calvert US Mid Cap Core Responsible Index Fund Class R6 | Common Collective Trusts | — | — | $227K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $184K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $137K | 0.2% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $134K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $132K | 0.2% | |
| Mirova Global Sustainable Equity Fund Class Y | Other securities | — | — | $118K | 0.2% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $115K | 0.2% | |
| Calvert Growth Allocation Fund Class R6 | Other securities | — | — | $102K | 0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $88K | 0.1% | |
| DFA Global Sustainability Fixed Income Portfolio Institutional Class | Mutual Funds | — | — | $84K | 0.1% | |
| First Eagle Small Cap Opportunity Fund Class R6 | Other securities | — | — | $48K | <0.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $41K | <0.1% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $30K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $28K | <0.1% | |
| Calvert Small Cap Fund Class R6 | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INCLINE PENSION CONSULTING |
| 83-0899909 |
| — |
| NONE |
| $56K |
| — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | — | NONE | $41K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | NONE | $7K | — |
