Altman Solon US, LP's EIN is 05-0524931.
Download the official 2024 Form 5500 (PDF) for Altman Solon US, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altman Solon US, LP'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | SERVICE PROVIDER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL - RPCP | 95-2834236 | — | ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Inv | Common Collective Trusts | — | — | $7.5M | 12.1% | |
| Vanguard Trgt Retirement 2055 | Mutual Funds | — | — | $7.3M | 11.7% | |
| Vanguard Trgt Retirement 2060 | Mutual Funds | — | — | $5.4M | 8.7% | |
| Vanguard Trgt Retirement 2050 | Mutual Funds | — | — | $5.3M | 8.5% | |
| American Funds New Perspective | Mutual Funds | — | — | $4.6M | 7.3% | |
| Vanguard Total Stock Market In | Mutual Funds | — | — | $3.7M | 6.0% | |
| T.Rowe Price Growth Stock Inv | Other securities | — | — | $3.5M | 5.6% | |
| Vanguard Trgt Retirement 2065 | Mutual Funds | — | — | $3.1M | 4.9% | |
| T.Rowe Price Dividend Growth I | Other securities | — | — | $2.0M | 3.2% | |
| Vanguard Equity Income Inv | Mutual Funds | — | — | $1.6M | 2.5% | |
| Vanguard Trgt Retirement 2035 | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard Trgt Retirement 2045 | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard Mid-Cap Index Inv | Mutual Funds | — | — | $1.2M | 2.0% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard Total Intl Stock Inde | Mutual Funds | — | — | $1.1M | 1.8% | |
| Vanguard Small-Cap Index Inv | Mutual Funds | — | — | $1.1M | 1.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $869K | 1.4% | |
| American Funds American Balanc | Mutual Funds | — | — | $731K | 1.2% | |
| Vangaurd Cash Reserves Federal | Cash / Money Market | — | — | $717K | 1.2% | |
| Vanguard Real Estate Index ETF | Mutual Funds | — | — | $693K | 1.1% | |
| Vanguard Trgt Retirement 2030 | Mutual Funds | — | — | $663K | 1.1% | |
| Vanguard Emerging Mkts Stock I | Mutual Funds | — | — | $661K | 1.1% | |
| First Eagle Global A | Other securities | — | — | $650K | 1.0% | |
| American Funds EuroPacific Gr | Mutual Funds | — | — | $635K | 1.0% | |
| Vanguard Inflation-Protected S | Mutual Funds | — | — | $568K | 0.9% | |
| Vanguard Trgt Retirement 2025 | Mutual Funds | — | — | $428K | 0.7% | |
| BlackRock Strategic Income Opp | Other securities | — | — | $404K | 0.6% | |
| Vanguard Total Bond Market Ind | Mutual Funds | — | — | $331K | 0.5% | |
| T.Rowe Price Small Cap Value I | Other securities | — | — | $330K | 0.5% | |
| Vanguard Trgt Retirement 2040 | Mutual Funds | — | — | $253K | 0.4% | |
| Vanguard Short-Term Invest Gra | Mutual Funds | — | — | $243K | 0.4% | |
| PIMCO CommoditiesPlus Strategy | Mutual Funds | — | — | $241K | 0.4% | |
| DFA U.S. Small Cap Portfolio I | Mutual Funds | — | — | $224K | 0.4% | |
| DFA U.S. Large Cap Value Portf | Mutual Funds | — | — | $181K | 0.3% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $177K | 0.3% | |
| Vanguard Interm-Term Invst Gra | Mutual Funds | — | — | $153K | 0.2% | |
| Eaton Vance Atlanta Capital Sm | Other securities | — | — | $147K | 0.2% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $107K | 0.2% | |
| Vanguard Trgt Retirement 2070 | Mutual Funds | — | — | $78K | 0.1% | |
| Vanguard Trgt Retirement 2020 | Mutual Funds | — | — | $76K | 0.1% | |
| Parnassus Core Equity Inst | Other securities | — | — | $59K | <0.1% | |
| T. Rowe Price Balanced I | Other securities | — | — | $26K | <0.1% | |
| Loans | Other securities | — | — | $20K | <0.1% | |
| Vanguard Trgt Retirement Incom | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
