Amber Balous signed Alkegen's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alkegen's EIN is 06-0865505.
Download the official 2023 Form 5500 (PDF) for Alkegen from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alkegen's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1466678 | — | NONE | $19K | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $29.8M | 86.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $537K | 1.6% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | NONE | $51K | — |
| ARGA INVESTMENT MANAGEMENT, LP | — | OAKS, PA | NONE | $0 | — |
| CONESTOGA CAPITAL ADVISORS, LLC | — | RADNOR, PA | NONE | $0 | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | — | LOS ANGELES, CA | NONE | $0 | — |
| PRINCIPAL GLOBAL INVESTORS LLC | 42-1520346 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $31K | — |
| US BANK, NA | 31-0841368 | — | NONE | $16K | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| GQG PARTNERS LLC | — | KANSAS CITY, MO | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
| METROPOLITAN WEST ASSET LLC | 95-4597302 | — | NONE | $0 | — |
