Alante Security Group, P.C.'s EIN is 11-3097920.
Download the official 2024 Form 5500 (PDF) for Alante Security Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alante Security Group, P.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.6M | 17.9% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 17.0% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 13.8% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $795K | 8.7% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $755K | 8.3% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $725K | 7.9% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $465K | 5.1% | |
| T. ROWE PRICE ASSOC, INC. T.ROWE PRICE BI CHIP GR 1 | Common Stocks | — | — | $338K | 3.7% | |
| WESTERN ASSET MANAGEMENT CO WESTERN ASSER CR PLS BD IS FD 632 * Participant Loans Participant Loans | Common Stocks | — | — | $337K | 3.7% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $333K | 3.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $277K | 3.0% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $158K | 1.7% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $123K | 1.3% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $60K | 0.7% | |
| CAPITAL RESEARCH AND MGMT CO. AMERICAN FUNDS AMERMUT R6 | Mutual Funds | — | — | $36K | 0.4% | |
| CAPITAL RESEARCH AND MGMT CO. AMERICAN FUNDS NEW PRSP R6 | Mutual Funds | — | — | $33K | 0.4% | |
| JP MORGAN INV MGMT INC JP MORGAN GOVT BOND R6 FUND 632 * BLACKROCK ADVISORS, LLC ISHARES S&P 500 INDEX K FUND | U.S. Treasuries | — | — | $28K | 0.3% | |
| BLACKROCK ADVISORS, LLC BLACKROCK HLTH SCI OPS K FD | Other securities | — | — | $27K | 0.3% | |
| MFS INVESTMENT MGMT. MFS RESEARCH R6 FUND | Mutual Funds | — | — | $25K | 0.3% | |
| BLACKROCK ADVISORS, LLC BLACKROCK MD-CP GR EQ K FUND | Other securities | — | — | $24K | 0.3% | |
| FEDERATED INVESTMENT MGMT FED HRMES KAUFMANN SM CP R6 | Other securities | — | — | $22K | 0.2% | |
| NEUBERGER BERMAN MGMT. NEUB BERMAN REAL ESTATE R6 | Other securities | — | — | $15K | 0.2% | |
| JANUS HENDERSON JANUS HENDERSON BAL N FUND | Mutual Funds | — | — | $13K | 0.1% | |
| PIMCO COMMPLUS STRAT INST FD | Mutual Funds | — | — | $11K | 0.1% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $11K | 0.1% | |
| INVESCO INV GLOBAL R6 FUND | Mutual Funds | — | — | $9K | <0.1% | |
| HARBOR CAPITAL ADVISORS HARBOR SM CAP VALUE RET FUND | Other securities | — | — | $8K | <0.1% | |
| TEMPLETON ASSET MANAGEMENT TEMPLETON GLBL TOTAL RET R6 596 * HARTFORD MUTUAL FUNDS HARTFORD BAL INCOME R6 | Mutual Funds | — | — | $7K | <0.1% | |
| CAPITAL RESEARCH AND MGMT CO. AM FD INTL GROWTH & INC R6 | Common Stocks | — | — | $7K | <0.1% | |
| VIRTUS INVESTMENT ADVISERS VIRTUS CER M C VAL EQ R6 | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $12K | — |
