Susan CHEN signed Alpine Management Services III LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpine Management Services III LLC's EIN is 27-0368581.
Download the official 2024 Form 5500 (PDF) for Alpine Management Services III LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpine Management Services III LLC's plan includes ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 74-2794194 | AUSTIN, TX | ADVISOR | $36K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Conversion Account Interest-bearing cash | Mutual Funds | — | — | $20.9M | 94.1% | |
| Vanguard Short-Term Bond Index Fund Mutual fund ** 41 * Notes Receivable from Participants (participant loans) Interest rates 4.25% to 9.50% -0- | Common Collective Trusts | — | — | $37K | 0.2% | |
| Fidelity Freedom 2065 Fund Mutual fund | Mutual Funds | — | — | $13K | <0.1% | |
| John Hancock Income Fund Mutual fund ** 106 Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
