Mark Moise signed Alter Domus Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alter Domus Inc.'s EIN is 32-0394877.
Download the official 2024 Form 5500 (PDF) for Alter Domus Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alter Domus Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $166K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $20.1M | 16.7% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $17.5M | 14.5% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $14.0M | 11.6% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $12.1M | 10.1% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $9.8M | 8.1% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $9.2M | 7.6% | |
| NVN W LG CAP GR S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.2M | 5.1% | |
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.2M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.9M | 2.4% | |
| Putnam Fiduciary Trust Company Putnam Large Cap Value Trust | Mutual Funds | — | — | $2.9M | 2.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.9M | 2.4% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| Fidelity International Index | Mutual Funds | — | — | $1.9M | 1.6% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| Victory Capital Victory Sycamore Established Value | Other securities | — | — | $1.6M | 1.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | Other securities | — | — | $1.2M | 1.0% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Participants Participant notes receivable with interest rates ranging from 3.75 to 10.5 percent - | Other securities | — | — | $1.2M | 1.0% | |
| Fidelity Total Bond | Mutual Funds | — | — | $1.1M | 0.9% | |
| Victory Sycamore Small Company Opportunity | Common Stocks | — | — | $926K | 0.8% | |
| PGIM Funds (Prudential) PGIM High Yield | Other securities | — | — | $893K | 0.7% | |
| CB INTL GROWTH S1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $886K | 0.7% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $711K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $697K | 0.6% | |
| JPMorgan Emerging Markets Equity | Other securities | — | — | $552K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $184K | 0.2% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $31K | <0.1% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
