Jessica Jones signed Alliance Technical Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Technical Group, LLC's EIN is 27-1569242.
Download the official 2024 Form 5500 (PDF) for Alliance Technical Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Technical Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TARGET DATE 2040 R6 FUND Mutual Fund | Mutual Funds | — | — | $6.2M | 14.1% | |
| AMERICAN FUNDS TARGET DATE 2035 R6 FUND Mutual Fund | Mutual Funds | — | — | $5.8M | 13.2% | |
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $4.8M | 11.1% | |
| AMERICAN FUNDS TARGET DATE 2050 R6 FUND Mutual Fund | Mutual Funds | — | — | $4.2M | 9.7% | |
| AMERICAN FUNDS TARGET DATE 2055 R6 FUND Mutual Fund | Mutual Funds | — | — | $4.1M | 9.4% | |
| AMERICAN FUNDS TARGET DATE 2045 R6 FUND Mutual Fund | Mutual Funds | — | — | $4.0M | 9.2% | |
| AMERICAN FUNDS TARGET DATE 2060 R6 FUND Mutual Fund | Mutual Funds | — | — | $2.9M | 6.6% | |
| AMERICAN FUNDS TARGET DATE 2030 R6 FUND Mutual Fund | Mutual Funds | — | — | $2.7M | 6.2% | |
| AMERICAN FUNDS TARGET DATE 2065 R6 FUND Mutual Fund | Mutual Funds | — | — | $2.0M | 4.6% | |
| AMERICAN FUNDS TARGET DATE 2025 R6 FUND Mutual Fund | Mutual Funds | — | — | $1.5M | 3.3% | |
| PARTICIPANT LOANS Maturing through January 2040 | Participant loans | — | — | $759K | 1.7% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $569K | 1.3% | |
| PIMCO INCOME I2 FUND Mutual Fund | Mutual Funds | — | — | $422K | 1.0% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $406K | 0.9% | |
| FIDELITY NASDAQ COMP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $405K | 0.9% | |
| GOLDMAN SACHS GQG PARNTERS INT OPPORTUNITIES FUND Mutual Fund | Other securities | — | — | $404K | 0.9% | |
| AMERICAN FUNDS TARGET DATE 2020 R6 FUND Mutual Fund | Mutual Funds | — | — | $403K | 0.9% | |
| GABELLI US TREASURY MONEY MARKET FUND Money Market Fund | U.S. Treasuries | — | — | $388K | 0.9% | |
| APEX GUARANTEED FIXED INTEREST FUND Guaranteed Investment Contract | Stable Value | — | — | $358K | 0.8% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $328K | 0.8% | |
| BARON REAL ESTATE R6 FUND Mutual Fund | Other securities | — | — | $233K | 0.5% | |
| J H ENTERPRISE I FUND Mutual Fund | Other securities | — | — | $199K | 0.5% | |
| FIDELITY LARGE CAP VALUE INDEX Mutual Fund | Mutual Funds | — | — | $189K | 0.4% | |
| FIDELITY GLOBAL EX US INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $188K | 0.4% | |
| BWG HIGH YIELD I FUND Mutual Fund | Other securities | — | — | $101K | 0.2% | |
| FIRST EAGLE GOLD I FUND Mutual Fund | Other securities | — | — | $45K | 0.1% | |
| AMERICAN FUNDS TARGET DATE 2010 R6 FUND Mutual Fund ** 35 AMERICAN FUNDS TARGET DATE 2015 R6 FUND Mutual Fund | Mutual Funds | — | — | $26K | <0.1% | |
| CALMOS MARKET NEUTRAL INCOME FUND Mutual Fund | Other securities | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR/BROKER | $18K | — |
