Derek Smart signed The Alden Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Alden Group, Ltd.'s EIN is 36-3107839.
Download the official 2024 Form 5500 (PDF) for The Alden Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Alden Group, Ltd.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV. | 01-0233346 | — | RECORDKEEPER | $631K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | INVESTMENT ADVISORY-PLAN | $99K | — |
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.
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 |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | THIRD PARTY ADMIN | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party Maturity Value Cost Current Value Mutual Funds American Funds 2035 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $20.9M | 16.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $14.7M | 11.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $14.3M | 11.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $12.5M | 9.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $9.4M | 7.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $8.8M | 6.9% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $7.0M | 5.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $5.2M | 4.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $4.4M | 3.4% | |
| JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $4.3M | 3.4% | |
| Capital Fund Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.9M | 2.3% | |
| Nuveen Large Cap Growth Index R6 N/R | Mutual Funds | — | — | $2.8M | 2.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $2.4M | 1.9% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $2.1M | 1.7% | |
| Fidelity NASDAQ Composite Index Fund N/R | Common Collective Trusts | — | — | $1.9M | 1.4% | |
| Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 1.2% | |
| Nuveen Equity Index R6 N/R | Common Collective Trusts | — | — | $1.5M | 1.1% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Putnam Large Cap Value Fund N/R | Mutual Funds | — | — | $938K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 N/R | Mutual Funds | — | — | $872K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $755K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $625K | 0.5% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $612K | 0.5% | |
| Vanguard Small-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $598K | 0.5% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $566K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $501K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund N/R | Common Collective Trusts | — | — | $487K | 0.4% | |
| Nuveen Small Cap Blend Index R6 N/R | Mutual Funds | — | — | $366K | 0.3% | |
| The Bond Fund of America R6 N/R | Mutual Funds | — | — | $361K | 0.3% | |
| John Hancock Multi-Index Lifestyle Balanced Portfolio N/R | Other securities | — | — | $321K | 0.3% | |
| John Hancock Multi-Index Lifestyle Aggressive Portfolio N/R | Other securities | — | — | $309K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund Class R6 N/R | Other securities | — | — | $275K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio N/R | Mutual Funds | — | — | $256K | 0.2% | |
| Institutional Class American Funds EuroPacific Growth Fund Class R-6 N/R | Mutual Funds | — | — | $249K | 0.2% | |
| Cohen & Steers Institutional Realty Shares, Inc. N/R | Common Stocks | — | — | $232K | 0.2% | |
| American Funds New Perspective Fund Class R-6 N/R | Mutual Funds | — | — | $204K | 0.2% | |
| Janus Henderson Global Life Sciences Fund Class N N/R | Mutual Funds | — | — | $194K | 0.2% | |
| Party Maturity Value Cost Current Value Invesco Discovery Mid Cap Growth Fund N/R | Mutual Funds | — | — | $157K | 0.1% | |
| John Hancock Multi-Index Lifestyle Growth Portfolio N/R | Other securities | — | — | $128K | 0.1% | |
| MFS Mid Cap Value Fund Class R6 N/R | Mutual Funds | — | — | $120K | <0.1% | |
| Macquarie Small Cap Growth R6 N/R | Other securities | — | — | $96K | <0.1% | |
| John Hancock Multi-Index Lifestyle Conservative Portfolio N/R | Other securities | — | — | $91K | <0.1% | |
| American Century Small Cap Value Fund N/R | Other securities | — | — | $84K | <0.1% | |
| Money Market Fund JPMorgan JP Morgan US Government Money Market N/R | Cash / Money Market | — | — | $67K | <0.1% | |
| John Hancock Multi-Index Lifestyle Moderate Portfolio N/R | Other securities | — | — | $50K | <0.1% |
