Mariely PENA signed Alternatives, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alternatives, Inc.'s EIN is 22-2318999.
Download the official 2023 Form 5500 (PDF) for Alternatives, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alternatives, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2035 ADV | Other securities | — | $1.8M | $2.1M | 17.0% | |
| TRP RETIRE 2020 ADV | Other securities | — | $1.9M | $1.8M | 15.1% | |
| TRP RETIRE 2030 ADV | Other securities | — | $1.6M | $1.7M | 14.2% | |
| TRP RETIRE 2045 ADV | Other securities | — | $890K | $1.1M | 9.1% | |
| TRP RETIRE 2040 ADV | Other securities | — | $965K | $1.1M | 9.0% | |
| TRP RETIRE 2025 ADV | Other securities | — | $972K | $1.0M | 8.4% | |
| TRP RETIRE 2050 ADV | Other securities | — | $685K | $807K | 6.6% | |
| TRP RETIRE 2055 ADV | Other securities | — | $616K | $727K | 6.0% | |
| FID 500 INDEX | Common Collective Trusts | — | $282K | $402K | 3.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $328K | 2.7% | |
| FID OTC PORTFOLIO | Mutual Funds | — | $95K | $183K | 1.5% | |
| FID GOVT MMKT | Mutual Funds | — | $143K | $143K | 1.2% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $103K | $127K | 1.0% | |
| FID TOTAL BOND | Mutual Funds | — | $110K | $108K | 0.9% | |
| FID INTL INDEX | Mutual Funds | — | $90K | $107K | 0.9% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $104K | $103K | 0.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $60K | $62K | 0.5% | |
| PGIM J MID-CAP GR A | Other securities | — | $88K | $61K | 0.5% | |
| FID INTL DISCOVERY | Mutual Funds | — | $46K | $58K | 0.5% | |
| FID CAPITAL & INCOME | Mutual Funds | — | $27K | $29K | 0.2% | |
| ABF LG CAP VAL INV | Other securities | — | $15K | $15K | 0.1% | |
| FID VALUE | Mutual Funds | — | $9K | $12K | 0.1% | |
| VICTORY S ESTB VAL A | Other securities | — | $11K | $12K | <0.1% | |
| GLENMEDE LG CAP GRTH | Other securities | — | $10K | $11K | <0.1% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | $8K | $8K | <0.1% | |
| TRP RETIRE 2010 ADV | Other securities | — | $3K | $3K | <0.1% | |
| FID SMALL CAP VALUE | Mutual Funds | — | $1K | $2K | <0.1% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $2K | $1K | <0.1% | |
| TRP RETIRE 2005 ADV | Other securities | — | $953 | $899 | <0.1% | |
| HTFD INTL OPPS R4 | Other securities | — | $182 | $268 | <0.1% | |
| TRP RETIRE 2015 ADV | Other securities | — | $84 | $87 | <0.1% | |
| FID BALANCED | Mutual Funds | — | $55 | $78 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
