LISA MAAS signed Americantcs Fiduciary Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | DENVER, CO | NONE | $97K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | NONE | $38K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | PITTSBURGH, PA | NONE | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company QQQ-Invesco QQQ Trust | Mutual Funds | — | — | $3.6M | 12.1% | |
| Mid Atlantic Trust Company TLHIX-Nuveen Lifecycle Index 2030 Fund Inst | Mutual Funds | — | — | $3.1M | 10.5% | |
| Mid Atlantic Trust Company SWPPX-Schwab S&P 500 Index Sel | Common Collective Trusts | — | — | $2.5M | 8.4% | |
| Mid Atlantic Trust Company JCBUX-JPMorgan Core Bond Fund Class R6 | Common Stocks | — | — | $2.5M | 8.2% | |
| Mid Atlantic Trust Company TLZIX-Nuveen Lifecycle Index 2040 Fund Inst | Mutual Funds | — | — | $2.1M | 7.1% | |
| Mid Atlantic Trust Company TLWIX-Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $1.8M | 6.1% | |
| Mid Atlantic Trust Company TLYIX-Nuveen Lifecycle Index 2035 Fund Inst | Mutual Funds | — | — | $1.7M | 5.5% | |
| Mid Atlantic Trust Company TLQIX-Nuveen Lifecycle Index 2025 Fund Inst | Mutual Funds | — | — | $1.6M | 5.2% | |
| Mid Atlantic Trust Company FSMDX-Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 5.0% | |
| Mid Atlantic Trust Company TLXIX-Nuveen Lifecycle Index 2045 Fund Inst | Mutual Funds | — | — | $1.4M | 4.7% | |
| Mid Atlantic Trust Company TVIIX-Nuveen Lifecycle Index 2060 Fund Inst | Mutual Funds | — | — | $1.1M | 3.6% | |
| VTMSX-Vanguard Tax-Managed Small Cap Mid Atlantic Trust Company Adm | Mutual Funds | — | — | $1.1M | 3.5% | |
| Mid Atlantic Trust Company TTIIX-Nuveen Lifecycle Index 2055 Fund Inst | Mutual Funds | — | — | $1.0M | 3.4% | |
| DFSPX-DFA International Sustainability Core Mid Atlantic Trust Company 1 | Mutual Funds | — | — | $998K | 3.3% | |
| SFLNX-Schwab Fundamental US Large Mid Atlantic Trust Company Inde | Mutual Funds | — | — | $973K | 3.2% | |
| Mid Atlantic Trust Company TLLIX-Nuveen Lifecycle Index 2050 Fund Inst | Mutual Funds | — | — | $887K | 3.0% | |
| THE STANDARD STABLE ASSET FUND II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 002 | Common Collective Trust | — | — | $741K | 2.5% | |
| JEMWX-JPMorgan Emerging Markets Equity Mid Atlantic Trust Company R6 | Common Stocks | — | — | $336K | 1.1% | |
| LBNVX-Lord Abbett Bond Debenture Fund Mid Atlantic Trust Company Class R6 | U.S. Treasuries | — | — | $327K | 1.1% | |
| Mid Atlantic Trust Company DFREX-DFA Real Estate Securities I | Mutual Funds | — | — | $261K | 0.9% | |
| Mid Atlantic Trust Company TFITX-Nuveen Lifecycle Index 2065 Fund Inst | Mutual Funds | — | — | $244K | 0.8% | |
| Participant Loans Interest rate ranging from 7.5% to 10.5% | Bonds / Notes | — | — | $243K | 0.8% | |
| Mid Atlantic Trust Company PAXIX-Pax Sustainable Allocation Fund | Common Stocks | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
