Joseph P Merritt signed Alcott HR Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alcott HR Group, LLC's EIN is 26-1638437.
Download the official 2024 Form 5500 (PDF) for Alcott HR Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alcott HR Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA/RECORDKEEPER | $749K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | INVESTMENT ADVISOR | $33K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALCOTT HR GROUP LLC | — | FARMINGDALE, NY | PLAN ADMINISTRATOR | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 22-1478099 | — | AUDITOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual fund | Mutual Funds | — | — | $25.7M | 11.3% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $21.7M | 9.5% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $16.5M | 7.2% | |
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $15.5M | 6.8% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $13.1M | 5.7% | |
| Vanguard Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $12.2M | 5.3% | |
| Vanguard Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $10.8M | 4.7% | |
| Vanguard Target Retirement 2020 Mutual fund | Mutual Funds | — | — | $9.6M | 4.2% | |
| Vanguard Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $8.9M | 3.9% | |
| FRANKLIN GROWTH FUNDCLASS R6 Mutual fund | Mutual Funds | — | — | $8.7M | 3.8% | |
| Vanguard Equity Income Admiral Mutual fund | Mutual Funds | — | — | $8.1M | 3.6% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $5.6M | 2.4% | |
| Vanguard Mid Cap Index Admiral Mutual fund | Mutual Funds | — | — | $5.0M | 2.2% | |
| Reliance NY Life Anchor Series 1 CL 0 Common Collective Trusts | Common Collective Trusts | — | — | $4.5M | 2.0% | |
| RELIANCE TRUST STABLE VALUE EMPLOYE RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $4.4M | 1.9% | |
| American Funds EuroPacifc R6 Mutual fund | Mutual Funds | — | — | $4.4M | 1.9% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | Other securities | — | — | $4.3M | 1.9% | |
| Vanguard Information Technology Index Ad Mutual fund | Mutual Funds | — | — | $4.2M | 1.8% | |
| Metropolitan West Total Return CLP Mutual fund | Other securities | — | — | $3.8M | 1.7% | |
| Vanguard Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $3.7M | 1.6% | |
| Fidelity SDBA Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.2M | 1.4% | |
| Vanguard Growth Index Admiral Mutual fund | Mutual Funds | — | — | $2.9M | 1.3% | |
| Vanguard Life Strategy Growth Mutual fund | Mutual Funds | — | — | $2.8M | 1.2% | |
| Janus Henderson Global Life Sciences N Mutual fund | Mutual Funds | — | — | $2.8M | 1.2% | |
| Vanguard Total Int'l Stock Index Admiral Mutual fund | Mutual Funds | — | — | $2.7M | 1.2% | |
| Vanguard Target Retirement Income Mutual fund | Mutual Funds | — | — | $2.6M | 1.1% | |
| Vanguard LifeStrategy Income Mutual fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $2.0M | 0.9% | |
| PGIM High Yield R6 Mutual fund | Other securities | — | — | $2.0M | 0.9% | |
| American Funds Income Fund of America R6 Mutual fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| Vanguard Life Strategy Conservative Mutual fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| Metlife QDWFQ - MetLife Stable Value Fund GAC Series 25053 Class 0 | Stable Value | — | — | $1.9M | 0.8% | |
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Select Value Mutual fund | Mutual Funds | — | — | $1.8M | 0.8% | |
| Vanguard Life Strategy Moderate Mutual fund | Mutual Funds | — | — | $1.6M | 0.7% | |
| DWS RREEF Real Estate Securites R6 Mutual fund | Other securities | — | — | $1.5M | 0.7% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | Mutual Funds | — | — | $1.4M | 0.6% | |
| AB Small Cap Growth Portfolio CL Z Mutual fund | Other securities | — | — | $1.3M | 0.6% | |
| Undiscovered Managers Behavioral Val R6 Mutual fund | Other securities | — | — | $1.3M | 0.6% | |
| Dreyfus SDSCX - Dreyfus Boston Co Sm Mid Cap Grw I 0 JPMorgan UBVFX - JPMorgan Undiscovered Mgs Discipl Value | Mutual Funds | — | — | $1.3M | 0.6% | |
| DFA Emerging Markets Core Equity Mutual fund | Mutual Funds | — | — | $1.0M | 0.5% | |
| Vanguard Target Retirement 2070 Mutual fund | Mutual Funds | — | — | $440K | 0.2% | |
| Gabelli US Treasury Money Market Mutual fund | U.S. Treasuries | — | — | $59K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Inflation Protected Securities Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
