Garrett NGO signed Ayres Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ayres Group's EIN is 95-2951371.
Download the official 2023 Form 5500 (PDF) for Ayres Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ayres Group'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $18.9M | 95.8% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2025 R | Common Collective Trusts | — | — | $2.1M | 10.6% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2035 R | Common Collective Trusts | — | — | $2.0M | 10.3% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2040 R | Common Collective Trusts | — | — | $2.0M | 10.2% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2030 R | Common Collective Trusts | — | — | $2.0M | 10.0% | |
| s (Continued) * American United Life TIAA-CREF LIFECYCLE IDX 2050 R | Pooled Separate Accounts | — | — | $1.5M | 7.8% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2045 R | Common Collective Trusts | — | — | $1.3M | 6.7% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $990K | 5.0% | |
| Insurance Company * American United Life BLACKRCK EQTY IDX CL31 | Common Collective Trusts | — | — | $938K | 4.8% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2055 R | Common Collective Trusts | — | — | $766K | 3.9% | |
| Insurance Company * American United Life TIAA-CREF LARGE-CAP GROWTH R | Mutual Funds | — | — | $706K | 3.6% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2020 R | Common Collective Trusts | — | — | $660K | 3.3% | |
| Insurance Company Pooled Separate Accounts * American United Life AB SMCAP GRTH R | Pooled Separate Accounts | — | — | $644K | 3.3% | |
| Insurance Company Notes Receivable from Participants * Interest rate of 5.25% maturing through $0 | Bonds / Notes | — | — | $520K | 2.6% | |
| Insurance Company * American United Life TIAA-CREF SOCIAL CHOICE EQTY R | Mutual Funds | — | — | $375K | 1.9% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2060 R | Common Collective Trusts | — | — | $355K | 1.8% | |
| Insurance Company * American United Life COLUMBIA SELIG TECH & ADV | Common Stocks | — | — | $331K | 1.7% | |
| PARNASSUS MIDCAP NL MUTUAL FUND SHARES 0 | Common Stocks | — | — | $318K | 1.6% | |
| Guaranteed Interest Account * American United Life AUL STABLE VALUE ACCOUNT | Stable Value | — | — | $313K | 1.6% | |
| Insurance Company * American United Life COLUMBIA DIVIDEND INCOME ADV | Common Stocks | — | — | $264K | 1.3% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2015 R | Common Collective Trusts | — | — | $263K | 1.3% | |
| Insurance Company * American United Life PIMCO INCOME ADM | Mutual Funds | — | — | $259K | 1.3% | |
| Insurance Company * American United Life BLACKROCK MID-CAP GRO EQUITY I | Common Stocks | — | — | $194K | 1.0% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2010 R | Common Collective Trusts | — | — | $188K | 1.0% | |
| Insurance Company * American United Life LORD ABBETT TOTAL RETURN R5 | Mutual Funds | — | — | $138K | 0.7% | |
| s (Continued) * American United Life INVESCO CORE BOND Y | Pooled Separate Accounts | — | — | $124K | 0.6% | |
| Insurance Company * American United Life AMERFDS NEW WORLD R4 | Common Stocks | — | — | $80K | 0.4% | |
| Insurance Company * American United Life DWS REAL ESTATE SECS S | Common Stocks | — | — | $75K | 0.4% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $70K | 0.4% | |
| BLACKROCK BLACKRCK RUSSELL 2000VAL CL31 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $46K | 0.2% | |
| Insurance Company * American United Life BLACKRCK RUSSELL 2000IDX CL31 | Common Collective Trusts | — | — | $38K | 0.2% | |
| Insurance Company * American United Life THORNBURG LTD-TERM INC R5 | Common Stocks | — | — | $28K | 0.1% | |
| Insurance Company * American United Life LORD ABBETT HIGH YIELD R5 | Mutual Funds | — | — | $16K | <0.1% | |
| Insurance Company * American United Life TIAA-CREF LIFECYCLE IDX 2065 R | Common Collective Trusts | — | — | $11K | <0.1% | |
| Insurance Company * American United Life BLACKROCK HEALTH SCI OPPS I | Common Stocks | — | — | $11K | <0.1% | |
| Insurance Company * American United Life COLUMBIA SEL MID CAP VAL ADV | Common Stocks | — | — | $8K | <0.1% |
