Barbie Spear signed Alliance Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Holdings, Inc.'s EIN is 23-2795681.
Download the official 2024 Form 5500 (PDF) for Alliance Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Holdings, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $128K | $3.5M | 20.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $60K | $2.5M | 14.7% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $68K | $2.1M | 12.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $33K | $1.6M | 9.2% | |
| Investment Contract *Principal Fixed Guaranteed Option | Other securities | — | — | $1.2M | 7.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $20K | $1.1M | 6.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $17K | $968K | 5.7% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $26K | $876K | 5.1% | |
| Large Cap Growth I Separate Account 6,126 units | Pooled Separate Accounts | — | $6K | $492K | 2.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $492K | 2.9% | |
| Vanguard Equity Income Fund 4,146 shares | Mutual Funds | — | $4K | $366K | 2.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $337K | 2.0% | |
| Large Cap S&P 500 Separate Account 1,018 units | Pooled Separate Accounts | — | $1K | $337K | 2.0% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $9K | $317K | 1.9% | |
| Janus Henderson Enterprise N Fund 1,866 shares | Mutual Funds | — | $2K | $268K | 1.6% | |
| Principal LifeTime Strategic Income Separate 8,433 units | Other securities | — | $8K | $250K | 1.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $250K | 1.5% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $10K | $246K | 1.4% | |
| Capital Appreciation Separate Account 2,248 units | Pooled Separate Accounts | — | $2K | $196K | 1.2% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $196K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $2K | $172K | 1.0% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | $11K | $150K | 0.9% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | $1K | $73K | 0.4% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $60K | 0.4% | |
| International Small Cap Separate Account 406 units | Pooled Separate Accounts | — | — | $60K | 0.4% | |
| Securities Separate Account 604 units | Real Estate | — | — | $52K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $52K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $48K | 0.3% | |
| Mid Cap S&P 400 Index Separate Account 4,435 units | Pooled Separate Accounts | — | $4K | $48K | 0.3% | |
| John Hancock Bond R6 Fund 3,186 shares | Mutual Funds | — | $3K | $42K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $41K | 0.2% | |
| Mid Cap Value I Separate Account 461 units | Pooled Separate Accounts | — | — | $41K | 0.2% | |
| (E) | Other securities | — | — | $40K | 0.2% | |
| 10.25% | Bonds / Notes | — | — | $40K | 0.2% | |
| International I Separate Account 1,029 units | Pooled Separate Accounts | — | $1K | $32K | 0.2% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $32K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | $10K | $21K | 0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $19K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $18K | 0.1% | |
| Small Cap Value II Separate Account 340 units | Pooled Separate Accounts | — | — | $18K | 0.1% | |
| PGIM Jennison Small Co R6 Fund 625 shares | Common Stocks | — | — | $15K | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $8K | <0.1% |
