Taresh Sharma signed Alpha Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpha Consulting LLC's EIN is 22-3312656.
Download the official 2024 Form 5500 (PDF) for Alpha Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpha Consulting LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $67K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fd Inst | Common Collective Trusts | — | — | $1.2M | 11.0% | |
| Amer Target 2035 Fund R3 | Other securities | — | — | $1.1M | 10.0% | |
| Amer Target 2030 Fund R3 | Other securities | — | — | $1.0M | 9.6% | |
| Amer Target 2040 Fund R3 | Other securities | — | — | $979K | 9.0% | |
| Amer Target 2045 Fund R3 | Other securities | — | — | $883K | 8.1% | |
| Amer Target 2020 Fund R3 | Other securities | — | — | $664K | 6.1% | |
| Amer Target 2055 Fund R3 | Other securities | — | — | $588K | 5.4% | |
| MFS MA Inv Growth Stock Fund A | Mutual Funds | — | — | $581K | 5.3% | |
| JOHN HANCOCK STABLE VALUE I6 JOHN HANCOCK STABLE VALUE FUND CIT · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $501K | 4.6% | |
| Invesco Opp Intl Growth A | Mutual Funds | — | — | $495K | 4.5% | |
| Amer Target 2025 Fund R3 | Other securities | — | — | $478K | 4.4% | |
| Amer Target 2050 Fund R3 | Other securities | — | — | $477K | 4.4% | |
| Invesco Diversified Dividend A | Mutual Funds | — | — | $367K | 3.4% | |
| Columbia Mid Cap Index Fund A | Common Collective Trusts | — | — | $354K | 3.3% | |
| iShares Russell 2000 SC Idx A | Common Collective Trusts | — | — | $241K | 2.2% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $187K | 1.7% | |
| BlackRock High Yield Prt Inv A | Other securities | — | — | $169K | 1.6% | |
| ClearBridge Small Growth A | Other securities | — | — | $165K | 1.5% | |
| Amer Target 2060 Fund R3 | Other securities | — | — | $152K | 1.4% | |
| Loan notes | Other securities | — | — | $104K | 1.0% | |
| Franklin RE Securities Fund A | Mutual Funds | — | — | $63K | 0.6% | |
| Columbia Bond Fund Class A | Other securities | — | — | $62K | 0.6% | |
| BlackRock Infl Protect Bd Inv | Other securities | — | — | $20K | 0.2% | |
| Invesco Global A | Mutual Funds | — | — | $9K | <0.1% | |
| MFS Blended Research Core Eq A | Mutual Funds | — | — | $7K | <0.1% | |
| Blackrock Global Alloc Fund A | Other securities | — | — | $5K | <0.1% | |
| Janus Small Cap Value A | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs Small Cap Val A | Other securities | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $14K |
| — |
