Ryan Cook signed Albertelli Law's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albertelli Law's EIN is 26-0659686.
Download the official 2024 Form 5500 (PDF) for Albertelli Law from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albertelli Law's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | TPA | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| COLUMBIA DIVIDEND INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $857K | 11.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $805K | 11.0% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 249 | Pooled Separate Account | — | — | $783K | 10.7% | |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $460K | 6.3% | |
| NEUBERGER BERMAN STRATEGIC INC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 777 | Pooled Separate Account | — | — | $452K | 6.2% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $444K | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $442K | 6.0% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $418K | 5.7% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $401K | 5.5% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 669 | Pooled Separate Account | — | — | $384K | 5.2% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $276K | 3.8% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $226K | 3.1% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $224K | 3.1% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $223K | 3.0% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $209K | 2.8% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $205K | 2.8% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $204K | 2.8% | |
| MFS UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 519 | Pooled Separate Account | — | — | $87K | 1.2% | |
| Participant loans (notes receivable from participants) Interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $68K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TRANSAMERICA LIFEGOALRET WITH BLACK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Party-in-interest to the Plan (b) Department of Labor Regulation 2520.103-11(d) allows the exclusion of participant directed | Other securities | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LG 2060 WITH BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $170 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
