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 |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $19K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $1.0M | 12.9% | |
| Charles Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $847K | 10.7% | |
| Charles Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $820K | 10.4% | |
| Charles Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $613K | 7.8% | |
| Charles Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $611K | 7.7% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $568K | 7.2% | |
| Charles Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $549K | 7.0% | |
| Charles Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $437K | 5.5% | |
| Mariner Wealth Advisors Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $372K | 4.7% | |
| Charles Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $344K | 4.4% | |
| Charles Schwab U.S. Large Cap Growth Index Fund | Common Collective Trusts | — | — | $294K | 3.7% | |
| Charles Schwab U.S. Large Cap Value Index Fund | Common Collective Trusts | — | — | $213K | 2.7% | |
| Charles Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $134K | 1.7% | |
| TCW MetWest Total Return Bond Fund I | Other securities | — | — | $125K | 1.6% | |
| Charles Schwab U.S. Aggregate Bond Index Fund | Common Collective Trusts | — | — | $99K | 1.3% | |
| Charles Schwab U.S. Mid Cap Index Fund | Common Collective Trusts | — | — | $88K | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $87K | 1.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $83K | 1.1% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $70K | 0.9% | |
| Charles Schwab International Index Fund | Common Collective Trusts | — | — | $69K | 0.9% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $59K | 0.8% | |
| Charles Schwab PCRA | Self-Directed Brokerage | — | — | $46K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $36K | 0.5% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $32K | 0.4% | |
| AllianceBernstein Small Cap Growth Portfolio Class Z | Other securities | — | — | $32K | 0.4% | |
| Participant Loans** Interest Rates (4.25% - 9.50%) | Bonds / Notes | — | — | $32K | 0.4% | |
| T. Rowe Price Global Multi-Sector Bond Fund I | Other securities | — | — | $27K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $27K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund R6 | Other securities | — | — | $24K | 0.3% | |
| Cohen & Steers Real Estate Securities I | Other securities | — | — | $20K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-2789379 |
| — |
| NONE |
| $11K |
| — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $3K | — |
