Alkesh Patel signed Therapeutic Alliance LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Therapeutic Alliance LLC's EIN is 27-0766437.
Download the official 2024 Form 5500 (PDF) for Therapeutic Alliance LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Therapeutic Alliance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $127K | 22.4% | |
| Fidelity Investments Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $101K | 17.8% | |
| Fidelity Investments Fidelity Freedom 2070 K Fund ** 507 * Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $83K | 14.8% | |
| Fidelity Investments Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $54K | 9.6% | |
| Fidelity Investments Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $51K | 9.0% | |
| Fidelity Investments Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $46K | 8.2% | |
| Fidelity Investments Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $28K | 5.0% | |
| Fidelity Investments Fidelity International Small Cap Index Fund ** 313 * Fidelity Investments Fidelity Small Cap Index Fund ** 727 * Fidelity Investments Fidelity Total Bond Fund | Common Collective Trusts | — | — | $11K | 1.9% | |
| MFS Mid Cap Growth R3 ** 2 * Fidelity Investments Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $10K | 1.8% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $10K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $7K | 1.2% | |
| Participant Loans Interest rate of 8.50 - 9.50% | Bonds / Notes | — | — | $5K | 0.9% | |
| Goldman Sachs Goldman Sachs Infl Prot Securities Fund Investor Shares ** 93 American Funds American Funds American Mutual R4 | Mutual Funds | — | — | $5K | 0.9% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund Advisor Class | Other securities | — | — | $4K | 0.7% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $4K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4K | 0.6% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund - Class Admin | Other securities | — | — | $3K | 0.5% | |
| Fidelity Investments Fidelity Overseas Fund | Mutual Funds | — | — | $2K | 0.4% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $2K | 0.4% | |
| RBC Global Asset Management RBC Emerging Markets Equity Fund Class A | Other securities | — | — | $2K | 0.4% | |
| Fidelity Investments Fidelity Government Income Fund ** 999 * Fidelity Investments Fidelity Government Money Market Fund ** 909 * Fidelity Investments Fidelity International Capital Apprec Fund | Mutual Funds | — | — | $1K | 0.3% | |
| Fidelity Investments Fidelity Freedom Retirement Fund | Mutual Funds | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
