Avalign Technologies, Inc.'s EIN is 20-8145355.
Download the official 2024 Form 5500 (PDF) for Avalign Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avalign Technologies, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 81-4473358 | — | NONE | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $51.1M | 95.4% | |
| Minnesota Life Insurance Company American Century Ultra Fund R5 | Common Stocks | — | — | $7.4M | 13.8% | |
| Columbia Dividend Income Advisor Class | Other securities | — | — | $6.0M | 11.3% | |
| Vanguard Intermediate-Term Bond Index Admiral | Mutual Funds | — | — | $4.0M | 7.5% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $3.3M | 6.2% | |
| Hartford International Value Fund Class R6 | Other securities | — | — | $3.3M | 6.1% | |
| Putnam Small Cap Growth Y | Mutual Funds | — | — | $2.7M | 5.0% | |
| DFA U.S. Small Cap Value I | Mutual Funds | — | — | $2.4M | 4.4% | |
| Securian AM S&P 500 Index | Common Collective Trusts | — | — | $2.3M | 4.2% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $2.0M | 3.7% | |
| American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $2.0M | 3.7% | |
| American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.6% | |
| American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.6% | |
| Hartford Strategic Income R5 | Other securities | — | — | $1.8M | 3.4% | |
| American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $1.8M | 3.4% | |
| American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $1.5M | 2.8% | |
| Minnesota Life Insurance Company Investment contract - Guaranteed Return Account | Common Stocks | — | — | $1.5M | 2.7% | |
| American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $1.3M | 2.4% | |
| American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $1.2M | 2.3% | |
| American Funds 2065 Target Date Retire R6 | Mutual Funds | — | — | $1.2M | 2.3% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $983K | 1.8% | |
| American Funds 2025 Target Date Retire R6 | Mutual Funds | — | — | $651K | 1.2% | |
| JPMorgan Mid Cap Growth I Fund | Other securities | — | — | $618K | 1.2% | |
| PIMCO CommoditiesPLUS Strategy Institutional | Mutual Funds | — | — | $316K | 0.6% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $278K | 0.5% | |
| Heartland Mid Cap Value Institutional | Other securities | — | — | $274K | 0.5% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $211K | 0.4% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $209K | 0.4% | |
| Vanguard Developed Markets Index Fund ADM | Common Collective Trusts | — | — | $185K | 0.3% | |
| American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $179K | 0.3% | |
| American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.