Marcella Sanchez signed Alliance Inspection Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Inspection Management, LLC's EIN is 20-3539525.
Download the official 2024 Form 5500 (PDF) for Alliance Inspection Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Inspection Management, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $36K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.2M | 14.6% | |
| T. Rowe Price Retirement 2030 Mutual fund | Other securities | — | — | $2.6M | 8.8% | |
| T. Rowe Price Retirement 2035 Mutual fund | Other securities | — | — | $2.4M | 8.3% | |
| Fidelity Advisor Technology Fund- Class I Mutual fund | Mutual Funds | — | — | $2.3M | 8.0% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual fund | Other securities | — | — | $1.7M | 6.0% | |
| T. Rowe Price Retirement 2040 Mutual fund | Other securities | — | — | $1.7M | 5.8% | |
| T. Rowe Price Retirement 2055 Mutual fund | Other securities | — | — | $1.6M | 5.6% | |
| T. Rowe Price Retirement 2050 Mutual fund | Other securities | — | — | $1.6M | 5.3% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 4.7% | |
| T. Rowe Price Retirement 2045 Mutual fund | Other securities | — | — | $1.0M | 3.6% | |
| Notes receivable from participants Interest rates from 4.25%-9.50% -- | Bonds / Notes | — | — | $836K | 2.9% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $789K | 2.7% | |
| Hartford Equity Income R5 Fund Mutual fund | Other securities | — | — | $686K | 2.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $674K | 2.3% | |
| T. Rowe Price Retirement 2060 Mutual fund | Other securities | — | — | $629K | 2.2% | |
| Fidelity Advisor Strategic Income Fund- Class I Mutual fund | Mutual Funds | — | — | $628K | 2.2% | |
| T. Rowe Price Retirement 2020 Mutual fund | Other securities | — | — | $603K | 2.1% | |
| Invesco Small Cap Value Y Fund Mutual fund | Mutual Funds | — | — | $554K | 1.9% | |
| American Funds New Perspective R5 Fund Mutual fund | Mutual Funds | — | — | $488K | 1.7% | |
| T. Rowe Price Retirement 2025 Mutual fund | Other securities | — | — | $484K | 1.7% | |
| Fidelity Advisor Capital & Income Fund Class I Mutual fund | Mutual Funds | — | — | $434K | 1.5% | |
| MFS International Diversification Fund Class Mutual fund | Mutual Funds | — | — | $373K | 1.3% | |
| Principal Real Estate Securities Fund- Institution Mutual fund | Other securities | — | — | $285K | 1.0% | |
| T. Rowe Price Retirement 2015 Mutual fund | Other securities | — | — | $263K | 0.9% | |
| Janus Henderson Enterprise- Class T Mutual fund | Mutual Funds | — | — | $235K | 0.8% | |
| MFS Mid Cap Value Fund- Class R4 Mutual fund | Mutual Funds | — | — | $228K | 0.8% | |
| Janus Henderson Triton Fund- Class T Mutual fund | Mutual Funds | — | — | $204K | 0.7% | |
| American Funds New World R5 Fund Mutual fund ** 974 Federated Hermes Total Return Bond IS Mutual fund | Mutual Funds | — | — | $126K | 0.4% | |
| T. Rowe Price Retirement 2065 Mutual fund | Other securities | — | — | $17K | <0.1% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2005 Mutual fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
