Emily Walsmann signed The Alexander Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Alexander Group, Inc.'s EIN is 13-3248641.
Download the official 2024 Form 5500 (PDF) for The Alexander Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Alexander Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO. | 35-0472300 | — | SERVICE PROVIDER | $14K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $37.5M | 96.3% | |
| NY LIFE ANCHOR ACCT SERIES I-0 NEW YORK LIFE (RELIANCE TRUST) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
