JILL Fultz signed Alpine Intel, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpine Intel, LLC's EIN is 31-1160377.
Download the official 2022 Form 5500 (PDF) for Alpine Intel, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Alpine Intel, 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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE GLEASON GROUP | 47-4017279 | — | ADVISOR | $64K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $9.9M | $9.8M | 28.9% | |
| VANG BAL INDEX ADM | Other securities | — | $7.8M | $7.0M | 20.7% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $4.8M | $3.7M | 10.9% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $3.2M | $2.8M | 8.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $2.0M | $1.7M | 4.9% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $601K | $601K | 1.8% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $608K | $563K | 1.7% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $665K | $554K | 1.6% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $560K | $482K | 1.4% | |
| VANG WELLESLEY ADM | Other securities | — | $547K | $477K | 1.4% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $540K | $473K | 1.4% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $505K | $447K | 1.3% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $433K | $387K | 1.1% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $418K | $368K | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $291K | 0.9% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $174K | $165K | 0.5% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $167K | $149K | 0.4% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $117K | $104K | 0.3% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $11K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.