Lauren Duffy signed Alerislife, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alerislife, Inc.'s EIN is 04-3516029.
Download the official 2024 Form 5500 (PDF) for Alerislife, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alerislife, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $364K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $99K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | $0 | $12.9M | 10.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $11.0M | 8.6% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $10.5M | 8.2% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $9.3M | 7.3% | |
| GREAT GRAY T. ROWE PRICE STBLE VAL GREAT GRAY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | $0 | $8.9M | 6.9% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $8.4M | 6.6% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | $0 | $7.5M | 5.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $6.1M | 4.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | $0 | $5.4M | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $5.2M | 4.1% | |
| DODGE & COX STOCK X | Mutual Funds | — | $0 | $4.8M | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $4.2M | 3.3% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | $0 | $4.2M | 3.2% | |
| WT FIDELITY INS AM CORE PLS FXD INC GREAT GRAY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | $0 | $3.7M | 2.9% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $3.4M | 2.7% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | Mutual Funds | — | $0 | $3.3M | 2.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | $0 | $3.1M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | $0 | $3.1M | 2.4% | |
| Notes receivable from participants | Other securities | — | $0 | $2.3M | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.8M | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.8M | 1.4% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | $0 | $1.7M | 1.4% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $0 | $1.1M | 0.8% | |
| PIMCO INCOME INSTL | Mutual Funds | — | $0 | $1.0M | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.0M | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $974K | 0.8% | |
| LORD ABBETT DEVELOPING GROWTH R6 | Mutual Funds | — | $0 | $651K | 0.5% | |
| COLUMBIA SMALL CAP VALUE FUND II INSTL 3 | Other securities | — | $0 | $600K | 0.5% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $211 | <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 |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | BOSTON, MA | AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $82K | — |
