James Pearl signed Alacrity Solutions Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alacrity Solutions Group, LLC's EIN is 36-3306934.
Download the official 2024 Form 5500 (PDF) for Alacrity Solutions Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alacrity Solutions Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | — | INDIANAPOLIS, IN | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares 9,604 | Common Collective Trusts | — | — | $5.2M | 13.6% | |
| American Funds American Balanced Fund Class R-6 136,221 | Mutual Funds | — | — | $4.7M | 12.2% | |
| JPMorgan Large Cap Growth Fund Class R6 44,025 | Other securities | — | — | $3.7M | 9.6% | |
| AMERICAN CENT RD HYBRID 2045 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.5M | 6.5% | |
| AMERICAN CENT RD HYBRID 2040 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| AMERICAN CENT RD HYBRID 2035 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.9M | 5.0% | |
| AMERICAN CENT RD HYBRID 2050 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.7M | 4.4% | |
| Vanguard Small Cap Index Fund Admiral Shares 14,096 | Common Collective Trusts | — | — | $1.6M | 4.2% | |
| AMERICAN CENT RD HYBRID 2030 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 118,484 | Common Collective Trusts | — | — | $1.1M | 2.9% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value Fund I Class 70,731 | Other securities | — | — | $1.1M | 2.9% | |
| AMEICAN CENT RD HYBRID 2025 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| Federated Hermes Government Obligations Advisor 1,018,769 | Other securities | — | — | $1.0M | 2.7% | |
| JPMorgan Core Bond Fund Class R6 96,111 | Other securities | — | — | $973K | 2.5% | |
| AMERICAN CENT RD HYBRID IN RET CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $845K | 2.2% | |
| American Funds New World Fund Class R-6 8,649 | Mutual Funds | — | — | $666K | 1.7% | |
| Vanguard Wellesly Income Fund Admiral Shares 11,020 | Mutual Funds | — | — | $661K | 1.7% | |
| AMERICAN CENT RD HYBRID 2055 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $623K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares 19,111 | Common Collective Trusts | — | — | $606K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R5 10,673 | Other securities | — | — | $546K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-10.50%, with maturities through October 2032 0 | Bonds / Notes | — | — | $517K | 1.3% | |
| Columbia Dividend Income Fund Institutional 3 Class 14,489 | Other securities | — | — | $489K | 1.3% | |
| PGIM High Yield Fund Class R6 96,286 | Other securities | — | — | $459K | 1.2% | |
| AMERICAN CENT RD HYBRID 2060 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $434K | 1.1% | |
| MFS International Intrinsic Value Fund Class R6 10,402 | Mutual Funds | — | — | $372K | 1.0% | |
| PGIM Jennison Small Company Fund Class R4 14,291 | Common Stocks | — | — | $341K | 0.9% | |
| PIMCO Real Return Fund Institutional Class 30,057 | Mutual Funds | — | — | $300K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z 15,657 | Common Stocks | — | — | $270K | 0.7% | |
| DFA U.S. Targeted Value Portfolio Institutional Class 7,612 | Mutual Funds | — | — | $262K | 0.7% | |
| Fidelity 500 Index Fund 1,148 | Common Collective Trusts | — | — | $234K | 0.6% | |
| AMERICAN CENT RD HYBRID 2065 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $193K | 0.5% | |
| DFA International Small Company Portfolio Institutional Class 8,632 | Mutual Funds | — | — | $167K | 0.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-2 3,608 | Mutual Funds | — | — | $60K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund Class R-2 2,684 | Mutual Funds | — | — | $54K | 0.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-2 1,636 | Mutual Funds | — | — | $41K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Shares 121 | Common Collective Trusts | — | — | $40K | 0.1% | |
| American Funds Growth Fund of America Class R-2 292 | Mutual Funds | — | — | $19K | <0.1% | |
| American Funds 2040 Target Date Retirement Fund Class R-2 831 | Mutual Funds | — | — | $16K | <0.1% | |
| MONEY MARKET FUND SHARES American Funds US Government Money Market Fund Class R-2 14,945 | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-2 762 | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-2 558 | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-2 452 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Investment Company of America Class R-2 115 | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds EUPAC Class R-2 70 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds New World Fund Class R-2 17 | Mutual Funds | — | — | $1K | <0.1% | |
| American Funds 2035 Target Date Retirement Fund Class R-2 65 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | — | INDIANAPOLIS, IN | TPA | $23K | — |
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | TPA | $16K | — |
