Kahmia Moise signed ALI Forney Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALI Forney Center's EIN is 30-0104507.
Download the official 2024 Form 5500 (PDF) for ALI Forney Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALI Forney Center'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $446K | 16.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $417K | 15.1% | |
| FID ADV INVEST GRADE BOND Z | Registered Investment Companies | — | — | $408K | 14.8% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $285K | 10.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $246K | 8.9% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $207K | 7.5% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $133K | 4.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $108K | 3.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $81K | 2.9% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $75K | 2.7% | |
| AMERFUNDS 2045 TARG DATERET R6 74 REGISTERED INVESTMENT COMPANY GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $72K | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $63K | 2.3% | |
| AMC HIGH INCOME R6 | Registered Investment Companies | — | — | $37K | 1.3% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $27K | 1.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | 0.8% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $20K | 0.7% | |
| AVANTIS US SC VALUE INST | Registered Investment Companies | — | — | $18K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $17K | 0.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| FIDELITY ADVISOR MID CAP VAL Z | Registered Investment Companies | — | — | $7K | 0.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $5K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $4K | 0.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4K | 0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
