Catherine Bond signed ALDO US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALDO US, Inc.'s EIN is 14-1736704.
Download the official 2024 Form 5500 (PDF) for ALDO US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALDO US, Inc.'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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $35K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral 7,653 shares of mutual fund | Mutual Funds | — | $8K | $1.6M | 18.8% | |
| Vanguard Mid-Cap Index Admiral 3,306 shares of mutual fund | Mutual Funds | — | $3K | $1.1M | 12.6% | |
| Vanguard Target Retirement 2045 31,516 shares of mutual fund | Mutual Funds | — | $32K | $935K | 10.9% | |
| Columbia Contrarian Core Institutional 3 22,218 shares of mutual fund | Other securities | — | $22K | $811K | 9.4% | |
| Columbia Balanced Institutional 3 14,492 shares of mutual fund | Other securities | — | $14K | $753K | 8.8% | |
| Vanguard Target Retirement 2055 10,984 shares of mutual fund | Mutual Funds | — | $11K | $611K | 7.1% | |
| Vanguard Target Retirement 2050 10,865 shares of mutual fund | Mutual Funds | — | $11K | $541K | 6.3% | |
| Vanguard Target Retirement 2035 20,644 shares of mutual fund | Mutual Funds | — | $21K | $495K | 5.8% | |
| Vanguard Value Index Admiral 5,533 shares of mutual fund | Mutual Funds | — | $6K | $365K | 4.3% | |
| Vanguard Target Retirement 2040 6,222 shares of mutual fund | Mutual Funds | — | $6K | $269K | 3.1% | |
| Pioneer Strategic Income – K 21,344 shares of mutual fund | Other securities | — | $21K | $201K | 2.3% | |
| Loans to participants Varying maturity dates with interest rates ranging from 5.25% to 10.5% | Bonds / Notes | — | — | $187K | 2.2% | |
| Vanguard Small-Cap Index Admiral 1,258 shares of mutual fund | Mutual Funds | — | $1K | $145K | 1.7% | |
| Vanguard Target Retirement Income 10,667 shares of mutual fund | Mutual Funds | — | $11K | $140K | 1.6% | |
| DFA Global Small Company Institutional 8,757 shares of mutual fund | Mutual Funds | — | $9K | $135K | 1.6% | |
| Market Fund R6 market fund | Other securities | — | — | $118K | 1.4% | |
| American Funds New World R6 996 shares of mutual fund | Mutual Funds | — | — | $74K | 0.9% | |
| Vanguard Interm-Term Bond Index Admiral 4,195 shares of mutual fund | Mutual Funds | — | $4K | $42K | 0.5% | |
| MSF International Growth – R6 415 shares of mutual fund | Other securities | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2030 257 shares of mutual fund | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2025 504 shares of mutual fund | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2060 167 shares of mutual fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2065 147 shares of mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 93 shares of mutual fund | 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.
