Jeffrey Silver signed Applied Underwriters Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Underwriters Inc.'s EIN is 94-3252393.
Download the official 2024 Form 5500 (PDF) for Applied Underwriters Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Underwriters Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | 82-4555287 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * American Funds American Funds Growth Fund of Amer R4 N/A | Mutual Funds | — | — | $13.5M | 14.3% | |
| Columbia Threadneedle Columbia Large Cap Index A N/A | Other securities | — | — | $9.6M | 10.2% | |
| American Funds American Funds Invmt Co of America R4 N/A | Mutual Funds | — | — | $7.0M | 7.5% | |
| American Funds American Funds 2050 Target Date Fund R4 N/A | Mutual Funds | — | — | $6.3M | 6.7% | |
| Invesco Small Cap Value A N/A | Mutual Funds | — | — | $5.9M | 6.3% | |
| American Funds American Funds 2045 Target Date Fund R4 N/A | Mutual Funds | — | — | $5.3M | 5.6% | |
| American Funds American Funds 2040 Target Date Fund R4 N/A | Mutual Funds | — | — | $4.7M | 5.0% | |
| American Funds American Funds 2055 Target Date Fund R4 N/A | Mutual Funds | — | — | $4.1M | 4.4% | |
| American Funds American Funds New Perspective R4 N/A | Mutual Funds | — | — | $3.8M | 4.0% | |
| American Funds American Funds 2035 Target Date Fund R4 N/A | Mutual Funds | — | — | $3.6M | 3.9% | |
| American Funds American Funds 2030 Target Date Fund R4 N/A | Mutual Funds | — | — | $3.5M | 3.8% | |
| Self-Directed Brokerage Accounts Various N/A | Self-Directed Brokerage | — | — | $3.4M | 3.7% | |
| American Funds American Funds Us Govt Money Market R4 N/A | Mutual Funds | — | — | $3.4M | 3.6% | |
| Invesco Main Street Mid Cap A N/A | Mutual Funds | — | — | $2.9M | 3.1% | |
| American Funds American Funds New Economy R4 N/A | Mutual Funds | — | — | $2.5M | 2.6% | |
| American Funds American Funds Europacific Gr R4 N/A | Mutual Funds | — | — | $2.3M | 2.5% | |
| American Funds American Funds Capital Inc Bldr R4 N/A | Mutual Funds | — | — | $2.1M | 2.2% | |
| American Funds American Funds 2060 Target Date Fund R4 N/A | Mutual Funds | — | — | $1.7M | 1.8% | |
| American Funds American Funds Bond Fund of Amer R4 N/A | Mutual Funds | — | — | $1.5M | 1.5% | |
| American Funds American Funds 2065 Target Date Fund R4 N/A | Mutual Funds | — | — | $1.3M | 1.3% | |
| PIMCO Total Return A N/A | Mutual Funds | — | — | $1.2M | 1.3% | |
| Harford Mutual Funds Hartford Schroders Intl Multi-Cp Val R4 N/A | Other securities | — | — | $1.1M | 1.2% | |
| Participants Participant Loans; Maturing from January 2025 - April 2037 Interest Rates of 4.25% to 9.50% N/A | Bonds / Notes | — | — | $892K | 0.9% | |
| American Funds American Funds 2025 Target Date Fund R4 N/A | Mutual Funds | — | — | $705K | 0.8% | |
| American Funds American Funds New World Fund R4 N/A | Mutual Funds | — | — | $580K | 0.6% | |
| American Funds American Funds 2020 Target Date Fund R4 N/A | Mutual Funds | — | — | $377K | 0.4% | |
| American Funds American Funds 2015 Target Date Fund R4 N/A | Mutual Funds | — | — | $338K | 0.4% | |
| American Funds American Funds St Bd Fd of America R4 N/A | Mutual Funds | — | — | $274K | 0.3% | |
| PIMCO Short-Term A N/A | Mutual Funds | — | — | $54K | <0.1% | |
| American Funds American Funds 2010 Target Date Fund R4 N/A | Mutual Funds | — | — | $51K | <0.1% | |
| American Funds American Funds 2070 Target Date Fund R4 N/A | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $58 | — |
