BETH Pederson signed A.L.M. Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A.L.M. Holding Company's EIN is 20-0520252.
Download the official 2024 Form 5500 (PDF) for A.L.M. Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A.L.M. Holding Company's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID Contrafund K6 | Mutual Funds | — | — | $60.0M | 18.3% | |
| FID 500 Index | Common Collective Trusts | — | — | $34.6M | 10.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $21.2M | 6.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.0M | 5.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.0M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.6M | 4.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.0M | 4.0% | |
| FID Low-Priced ST K6 | Mutual Funds | — | — | $11.2M | 3.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $10.4M | 3.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.2M | 3.1% | |
| TRP New Horizons I | Other securities | — | — | $10.2M | 3.1% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $9.6M | 2.9% | |
| AF Europac Growth R6 | Other securities | — | — | $9.4M | 2.9% | |
| FID Mid Cap IDX | Common Collective Trusts | — | — | $9.3M | 2.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.6% | |
| TRP Value I | Other securities | — | — | $8.1M | 2.5% | |
| Vanguard Tot Bd Mkt Inst | Mutual Funds | — | — | $7.8M | 2.4% | |
| Brokerage Link | Self-Directed Brokerage | — | — | $7.4M | 2.3% | |
| Vanguard VMMR-Fed Money Market | Mutual Funds | — | — | $6.7M | 2.1% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $5.9M | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| TRP INTL Discovery I | Other securities | — | — | $3.8M | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.1% | |
| FID Small Cap GR K6 | Mutual Funds | — | — | $2.7M | 0.8% | |
| Blackrock Tot Return K | Other securities | — | — | $2.6M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| PIM Glb Bd Op US | Other securities | — | — | $745K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $316K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
