Bill Clark signed Align Communications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Align Communications, Inc.'s EIN is 13-3649393.
Download the official 2024 Form 5500 (PDF) for Align Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Align Communications, 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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.7M | 11.4% | |
| DWS SCI AND TECH S | Registered Investment Companies | — | — | $2.5M | 10.7% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $1.9M | 8.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.5M | 6.3% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.3M | 5.3% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $1.0M | 4.3% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $942K | 4.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $802K | 3.4% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $794K | 3.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $772K | 3.2% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $763K | 3.2% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $675K | 2.8% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $645K | 2.7% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $562K | 2.4% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $459K | 1.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $433K | 1.8% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $404K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $373K | 1.6% | |
| NB SUSTAINABLE EQUITY R6 | Registered Investment Companies | — | — | $337K | 1.4% | |
| BLACKROCK ADV GLOBAL K | Registered Investment Companies | — | — | $305K | 1.3% | |
| PGIM JENNISON NAT RESOURCES R6 | Registered Investment Companies | — | — | $279K | 1.2% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $258K | 1.1% | |
| MACQUARIE INTL CORE EQ R6 | Registered Investment Companies | — | — | $246K | 1.0% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $235K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $229K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $190K | 0.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $182K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $176K | 0.7% | |
| MACQUARIE ASSET STRATEGY R6 | Registered Investment Companies | — | — | $125K | 0.5% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $123K | 0.5% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $112K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $108K | 0.5% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $105K | 0.4% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $101K | 0.4% | |
| FIRST EAGLE OVERSEAS R6 | Registered Investment Companies | — | — | $87K | 0.4% | |
| VIRTUS MID CAP VALUE EQ R6 | Registered Investment Companies | — | — | $81K | 0.3% | |
| ALLSPRING PRECIOUS METALS INST | Registered Investment Companies | — | — | $70K | 0.3% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $66K | 0.3% | |
| COLUMBIA STRAT INC I | Registered Investment Companies | — | — | $59K | 0.2% | |
| TRANSAMERICA SM MID CAP VAL I | Registered Investment Companies | — | — | $53K | 0.2% | |
| M&N PRO BL MAX TERM SER - I | Registered Investment Companies | — | — | $39K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $20K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $56K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGN COMMUNICATIONS, INC. | 13-3363996 | — | ACCOUNTANT | $14K | — |
