Shirley Horner signed Alianza, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alianza, Inc.'s EIN is 04-3818230.
Download the official 2024 Form 5500 (PDF) for Alianza, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alianza, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.8M | 17.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.4M | 13.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $1.2M | 12.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $1.2M | 11.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $842K | 8.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $842K | 8.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $511K | 4.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $372K | 3.6% | |
| FID FREE INDX 2015 PREM 551 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $322K | 3.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $291K | 2.8% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $262K | 2.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $253K | 2.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $171K | 1.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $125K | 1.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $110K | 1.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $105K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $98K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $88K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $69K | 0.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $59K | 0.6% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $39K | 0.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $24K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $24K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $23K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $20K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $17K | 0.2% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $10K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER 552 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $6K | <0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
