David Donaldson signed American Financial Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Financial Network, Inc.'s EIN is 95-4866828.
Download the official 2024 Form 5500 (PDF) for American Financial Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Financial Network, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4071393 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6.6M | 15.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $5.5M | 12.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.1M | 9.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $3.2M | 7.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.0M | 6.8% | |
| Fidelity 500 Index Institutional Premium Fund | Common Collective Trusts | — | — | $2.9M | 6.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.7M | 6.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.5M | 5.8% | |
| Notes Receivable From Interest rates at 4.25% to 10.50% and maturity | Bonds / Notes | — | — | $1.7M | 3.9% | |
| investment companies * Voya Fixed Account | Other securities | — | — | $1.5M | 3.5% | |
| American Century Ultra Fund | Other securities | — | — | $1.5M | 3.5% | |
| Vanguard Total Retirement Income Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.0M | 2.4% | |
| Vanguard Growth and Income Fund | Mutual Funds | — | — | $876K | 2.0% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $720K | 1.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $635K | 1.5% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $428K | 1.0% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $333K | 0.8% | |
| Fidelity Mid Cap Index Institutional Premium Fund | Mutual Funds | — | — | $272K | 0.6% | |
| Fidelity Small Cap Index Institutional Premium Fund | Mutual Funds | — | — | $271K | 0.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $270K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $256K | 0.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $251K | 0.6% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $196K | 0.5% | |
| American Funds American Moderate Growth and Income Fund | Mutual Funds | — | — | $194K | 0.4% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $190K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $167K | 0.4% | |
| MFS Mid Cap Value Growth Fund | Mutual Funds | — | — | $166K | 0.4% | |
| Black Rock High Yield Bond Fund | Other securities | — | — | $165K | 0.4% | |
| Alliance Bernstein Small Cap Growth Fund | Other securities | — | — | $129K | 0.3% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $114K | 0.3% | |
| Voya Government Money Market Fund | Cash / Money Market | — | — | $111K | 0.3% | |
| Alliance Bernstein Relative Value Fund | Other securities | — | — | $52K | 0.1% | |
| Charles Schwab Treasury Inflation Protected Securities Index | U.S. Treasuries | — | — | $50K | 0.1% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | — | $30K | <0.1% | |
| Fund DFA Commodity Strategy Institutional Fund | Mutual Funds | — | — | $28K | <0.1% | |
| Fund American Funds American Growth Income Fund | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | Common Stocks | — | — | $9K | <0.1% | |
| American Funds American Conservative Growth and Income | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Con G&I Pt R6 Registered Investment Company | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SMART | 45-5529798 | — | SERVICE PROVIDER | $31K | — |
| ADMINISTRATIVE FIDUCIARY SERVICE | 46-2919997 | — | SERVICE PROVIDER | $9K | — |
