Leslie Kramer signed Alliance Pharma, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Pharma, Inc.'s EIN is 26-0606088.
Download the official 2024 Form 5500 (PDF) for Alliance Pharma, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Pharma, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLEVIEW ADVISORS, INC. | 38-3802854 | — |
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.
| INVESTMENT/FINANCIAL ADVI |
| $10K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index FD Admiral N/R | Common Collective Trusts | — | — | $2.1M | 29.0% | |
| American Funds American Funds 2035 Target Date Retirement R6 N/R | Mutual Funds | — | — | $521K | 7.3% | |
| American Funds American Funds 2050 Target Date Retirement R6 N/R | Mutual Funds | — | — | $377K | 5.3% | |
| SS Small Cap M CapeEquity Index K N/R | Common Collective Trusts | — | — | $365K | 5.1% | |
| American Funds American Funds 2060 Target Date Retirement R6 N/R | Mutual Funds | — | — | $334K | 4.7% | |
| Principal Mid Cap Institutional Fund N/R | Other securities | — | — | $318K | 4.5% | |
| Fidelity Multi-Asset Index N/R | Mutual Funds | — | — | $316K | 4.4% | |
| American Funds American Funds 2040 Target Date Retirement R6 N/R | Mutual Funds | — | — | $283K | 4.0% | |
| American Funds American Funds 2055 Target Date Retirement R6 N/R | Mutual Funds | — | — | $265K | 3.7% | |
| American Funds American Funds 2045 Target Date Retirement R6 N/R | Mutual Funds | — | — | $252K | 3.5% | |
| American Funds American Funds 2025 Target Date Retirement R6 N/R | Mutual Funds | — | — | $238K | 3.3% | |
| Vanguard Small Cap Value Index Adm N/R | Mutual Funds | — | — | $213K | 3.0% | |
| Diamon Hill Diamon Hill Select Y N/R | Other securities | — | — | $182K | 2.5% | |
| American Funds American Funds New Economy R-6 N/R | Mutual Funds | — | — | $160K | 2.2% | |
| American Funds American Funds 2030 Target Date Retirement R6 N/R | Mutual Funds | — | — | $147K | 2.1% | |
| Janus Henderson Janus Henderson GL Live SCI N N/R | Mutual Funds | — | — | $135K | 1.9% | |
| Vanguard Wellesley Income Adm N/R | Mutual Funds | — | — | $120K | 1.7% | |
| Hermes Federated Institutional High Yield Bond N/R | Other securities | — | — | $111K | 1.5% | |
| American Funds American Funds 2065 Target Date Retirement R6 N/R | Mutual Funds | — | — | $109K | 1.5% | |
| Vanguard Inter Term US TR N/R | Mutual Funds | — | — | $98K | 1.4% | |
| TCW Metwest Total Retirement Bond I N/R | U.S. Treasuries | — | — | $86K | 1.2% | |
| Vanguard Federal MM INV N/R | Mutual Funds | — | — | $75K | 1.1% | |
| Vanguard Growth Index N/R | Mutual Funds | — | — | $66K | 0.9% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $49K | 0.7% | |
| Goldman Sachs Goldman Sachs Global Core Fixed Income R6 N/R | Other securities | — | — | $42K | 0.6% | |
| American Funds American Funds New Perspective Fund CL R6 N/R | Mutual Funds | — | — | $41K | 0.6% | |
| DFA International Value Port Inst N/R | Mutual Funds | — | — | $35K | 0.5% | |
| JP Morgan JP Morgan Small Cap Blend R6 N/R | Other securities | — | — | $32K | 0.4% | |
| MFS Utilities R6 N/R | Mutual Funds | — | — | $28K | 0.4% | |
| Participant Loans Interest rate: 9.5%-10.25% | Bonds / Notes | — | — | $26K | 0.4% | |
| American Funds American Funds Interest Vantage R6 N/R | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds American Funds New World Fund Class Cl R6 N/R | Mutual Funds | — | — | $9K | 0.1% | |
| American Funds American Funds The Income Fund of America R-6 N/R | Mutual Funds | — | — | $8K | 0.1% | |
| American Funds American Funds 2020 Target Date Retirement R6 N/R | Mutual Funds | — | — | $6K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| Vanguard Small Cap Grade Index - Admiral N/R | Mutual Funds | — | — | $3K | <0.1% | |
| BLACKROCK EAFE EQ IDX 6 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
