Krista Mineweaser 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, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASS MUTUAL | 04-2746212 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIFIED TRUST COMPANY | 61-1381380 | — | NONE | $81K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $17.1M | 17.7% | |
| UNIFIED TRUST NA STABLE VALUE MASTE AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $16.8M | 17.3% | |
| Mid Atlantic Trust Company Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $11.8M | 12.2% | |
| DFA U.S. Large Cap Value Portfolio Mid Atlantic Trust Company Institutional Class | Mutual Funds | — | — | $7.6M | 7.8% | |
| American Funds EuroPacific Growth Fund Mid Atlantic Trust Company Class R-6 | Mutual Funds | — | — | $4.5M | 4.7% | |
| Mid Atlantic Trust Company Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.3M | 4.5% | |
| Columbia Large Cap Index Fund Institutional Mid Atlantic Trust Company Class | Common Collective Trusts | — | — | $3.2M | 3.3% | |
| Vanguard Mid-Cap Index Fund Admiral Mid Atlantic Trust Company Shares | Common Collective Trusts | — | — | $3.1M | 3.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mid Atlantic Trust Company Shares | Common Collective Trusts | — | — | $3.0M | 3.1% | |
| Mid Atlantic Trust Company Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.5M | 2.6% | |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.3% | |
| Wealth Preservation Strategy - Moderate Mid Atlantic Trust Company Class II | Common Stocks | — | — | $2.3M | 2.3% | |
| Mid Atlantic Trust Company MFS Value Fund Class R4 | Mutual Funds | — | — | $2.1M | 2.1% | |
| Schwab Fundamental International Equity Mid Atlantic Trust Company Index Fund | Common Collective Trusts | — | — | $2.0M | 2.1% | |
| Mid Atlantic Trust Company American Funds New World Fund Class R-6 | Mutual Funds | — | — | $1.5M | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund Mid Atlantic Trust Company Admiral Shares | Common Collective Trusts | — | — | $1.4M | 1.4% | |
| DFA U.S. Small Cap Portfolio Institutional Mid Atlantic Trust Company Class | Mutual Funds | — | — | $1.2M | 1.2% | |
| DFA U.S. Targeted Value Portfolio Mid Atlantic Trust Company Institutional Class | Mutual Funds | — | — | $1.1M | 1.1% | |
| DFA Intermediate Government Fixed Income Mid Atlantic Trust Company Portfolio Institutional Class | Mutual Funds | — | — | $1.0M | 1.1% | |
| DFA Large Cap International Portfolio Mid Atlantic Trust Company Institutional Class | Mutual Funds | — | — | $1.0M | 1.1% | |
| Participant Loans Interest rate ranging from 4.25% to 10.5% | Bonds / Notes | — | — | $813K | 0.8% | |
| Vanguard International Value Fund Investor Mid Atlantic Trust Company Shares | Mutual Funds | — | — | $812K | 0.8% | |
| American Funds U.S. Government Securities Mid Atlantic Trust Company Fund Class R-6 | Mutual Funds | — | — | $704K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Mid Atlantic Trust Company Admiral Shares | Common Collective Trusts | — | — | $686K | 0.7% | |
| Columbia Mid Cap Index Fund Institutional Mid Atlantic Trust Company Class | Common Collective Trusts | — | — | $630K | 0.6% | |
| American Funds Washington Mutual Mid Atlantic Trust Company Investors Fund Class R-6 | Mutual Funds | — | — | $627K | 0.6% | |
| T. Rowe Price All-Cap Opportunities Fund - I Mid Atlantic Trust Company Class | Common Stocks | — | — | $623K | 0.6% | |
| Mid Atlantic Trust Company Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $610K | 0.6% | |
| American Funds Capital World Growth and Mid Atlantic Trust Company Income Fund Class R-6 240 DFA Emerging Markets Portfolio Institutional Mid Atlantic Trust Company Class | Mutual Funds | — | — | $564K | 0.6% | |
| Mid Atlantic Trust Company Vanguard Small Cap Index | Mutual Funds | — | — | $556K | 0.6% | |
| Columbia Small Cap Index Fund Institutional Mid Atlantic Trust Company Class | Common Collective Trusts | — | — | $325K | 0.3% | |
| Mid Atlantic Trust Company MFS Growth Fund Class R6 | Mutual Funds | — | — | $164K | 0.2% | |
| T. Rowe Price Diversified Mid Cap Growth Mid Atlantic Trust Company Fund I Class | Common Stocks | — | — | $161K | 0.2% | |
| DFA Real Estate Securities Portfolio Mid Atlantic Trust Company Institutional Class | Mutual Funds | — | — | $138K | 0.1% | |
| American Beacon Small Cap Value Fund Mid Atlantic Trust Company Class R5 | Common Stocks | — | — | $125K | 0.1% | |
| Mid Atlantic Trust Company Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $102K | 0.1% | |
| PIMCO CommodityRealReturn Strategy Fund Mid Atlantic Trust Company Administrative Class | Mutual Funds | — | — | $48K | <0.1% | |
| Vanguard Small Cap Value Index Fund Mid Atlantic Trust Company Admiral Shares | Common Collective Trusts | — | — | $45K | <0.1% | |
| Mid Atlantic Trust Company Carillon Eagle Mid Cap Growth Fund class R6 | Common Stocks | — | — | $44K | <0.1% | |
| Vanguard Real Estate Index Fund Admiral Mid Atlantic Trust Company Shares | Common Collective Trusts | — | — | $35K | <0.1% | |
| T. Rowe Price Diversified Mid Cap Growth Mid Atlantic Trust Company Fund | Common Stocks | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $14K |
| — |
