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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $51K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $7.8M | 12.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $6.7M | 10.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $6.7M | 10.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.0M | 8.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.8M | 7.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.4% | |
| FID Contrafund K6 | Mutual Funds | — | — | $3.3M | 5.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.2M | 5.1% | |
| FID 500 Index | Common Collective Trusts | — | — | $2.9M | 4.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.3% | |
| FID Mid Cap IDX | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| AF Europac Growth R6 | Other securities | — | — | $920K | 1.5% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $917K | 1.5% | |
| TRP New Horizons I | Other securities | — | — | $888K | 1.4% | |
| Vanguard VMMR-Fed Money Market | Mutual Funds | — | — | $827K | 1.3% | |
| TRP Value I | Other securities | — | — | $622K | 1.0% | |
| Blackrock Tot Return K | Other securities | — | — | $502K | 0.8% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $422K | 0.7% | |
| Vanguard Tot Bd Mkt Ist | Mutual Funds | — | — | $382K | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $353K | 0.6% | |
| FID Small Cap GR K6 | Mutual Funds | — | — | $226K | 0.4% | |
| FID Low-priced ST K6 | Mutual Funds | — | — | $220K | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $189K | 0.3% | |
| Brokerage Link | Self-Directed Brokerage | — | — | $120K | 0.2% | |
| TRP Intl Discovery I | Other securities | — | — | $47K | <0.1% | |
| Participant Notes Receivable | Other securities | — | — | $14K | <0.1% | |
| PIM Glb Bd Op US | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
