Stephanie Cooper 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, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Lincoln National Life * Guaranteed Stable Value Account | Stable Value | — | — | $6.8M | 16.4% | |
| Lincoln Financial Group Your PathISHARES 2025 Moderate | Common Stocks | — | — | $5.8M | 13.9% | |
| Lincoln Financial Group Your PathISHARES 2030 Moderate | Common Stocks | — | — | $5.0M | 12.0% | |
| Lincoln Financial Group Your PathISHARES 2035 Moderate | Common Stocks | — | — | $3.6M | 8.7% | |
| Lincoln Financial Group Your PathISHARES 2040 Moderate | Common Stocks | — | — | $3.2M | 7.6% | |
| State Street Equity Index 500 | Common Collective Trusts | — | — | $2.2M | 5.4% | |
| Lincoln Financial Group Your PathISHARES 2045 Moderate | Common Stocks | — | — | $2.0M | 4.9% | |
| Nuveen Large Cap Growth Index | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $1.5M | 3.6% | |
| Lincoln Financial Group Your PathISHARES 2050 Moderate | Common Stocks | — | — | $999K | 2.4% | |
| Ishares Mid Cap Index | Other securities | — | — | $915K | 2.2% | |
| American Funds The Growth of America | Mutual Funds | — | — | $888K | 2.1% | |
| Northern Bond Index | Other securities | — | — | $827K | 2.0% | |
| Federated Government Ultra Short Duration | Other securities | — | — | $716K | 1.7% | |
| Lincoln Financial Group Your PathISHARES 2055 Moderate | Common Stocks | — | — | $620K | 1.5% | |
| Charles Schwab Fundamental International Equity Index | Common Collective Trusts | — | — | $490K | 1.2% | |
| American Funds High Income Trust | Mutual Funds | — | — | $475K | 1.1% | |
| State Street Hedged International Developed Equity Index | Common Collective Trusts | — | — | $428K | 1.0% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $402K | 1.0% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $342K | 0.8% | |
| Nuveen Small Cap Blend Index | Mutual Funds | — | — | $307K | 0.7% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $252K | 0.6% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $246K | 0.6% | |
| Lincoln Financial Group Your PathISHARES 2020 Moderate | Common Stocks | — | — | $221K | 0.5% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $202K | 0.5% | |
| DFA International Large Cap Growth | Mutual Funds | — | — | $191K | 0.5% | |
| Lincoln Financial Group Your PathISHARES 2060 Moderate | Common Stocks | — | — | $184K | 0.4% | |
| Lincoln Financial Group Your PathISHARES 2015 Moderate | Common Stocks | — | — | $178K | 0.4% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $174K | 0.4% | |
| DFA Inflation Protected Security | Mutual Funds | — | — | $141K | 0.3% | |
| PIMCO Commodity Strategy | Mutual Funds | — | — | $116K | 0.3% | |
| PIMCO Real Estate Return Strategy | Mutual Funds | — | — | $99K | 0.2% | |
| Lincoln Financial Group Your PathISHARES Income Moderate | Common Stocks | — | — | $70K | 0.2% | |
| Lincoln Financial Group Your PathISHARES 2065 Moderate | Common Stocks | — | — | $65K | 0.2% | |
| Lincoln Financial Group Your PathISHARES 2010 Moderate | Common Stocks | — | — | $32K | <0.1% | |
| Lincoln Financial Group Your PathISHRS 2055 AGG | Common Stocks | — | — | $5K | <0.1% | |
| Lincoln Financial Group Your PathISHARES 2030 Conservative | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
