Alticor Inc.'s EIN is 38-1736584.
Download the official 2024 Form 5500 (PDF) for Alticor Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alticor Inc.'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 INV INST OPERATIONS CO | 04-2647786 | — | RECORDKEEPER | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $282K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Spartan 500 Index Fund | Common Collective Trusts | — | — | $243.3M | 18.6% | |
| JPMorgan Emerging Markets Equity Fund R6 | Other securities | — | — | $130.5M | 10.0% | |
| FIAM BLEND TARGET DATE 2040 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $56.5M | 4.3% | |
| FIAM BLEND TARGET DATE 2030 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $56.3M | 4.3% | |
| Baron Growth Fund Institutional | Other securities | — | — | $53.6M | 4.1% | |
| FIAM BLEND TARGET DATE 2050 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $51.3M | 3.9% | |
| FIAM BLEND TARGET DATE 2035 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $49.8M | 3.8% | |
| MIP II CL 4 | Other securities | — | — | $49.5M | 3.8% | |
| MANAGED INCOME PORTFOLIO II COMINGL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $49.5M | 3.8% | |
| Small Cap Growth Index Fund Investor Shares | Common Collective Trusts | — | — | $49.3M | 3.8% | |
| FIAM BLEND TARGET DATE 2045 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $48.2M | 3.7% | |
| Spartan International Index Fund | Common Collective Trusts | — | — | $46.8M | 3.6% | |
| Investment Grade Bond Fund | Other securities | — | — | $45.9M | 3.5% | |
| Genesis Fund R6 | Other securities | — | — | $41.3M | 3.2% | |
| FIAM BLEND TARGET DATE 2055 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $38.5M | 3.0% | |
| Institutional Money Market Treasury Only Fund | Cash / Money Market | — | — | $35.8M | 2.7% | |
| High Income Bond Fund Investor Class R6 | Other securities | — | — | $33.0M | 2.5% | |
| Mid-Cap Index Fund Signal Shares | Common Collective Trusts | — | — | $31.9M | 2.4% | |
| U.S. Bond Index Fund | Common Collective Trusts | — | — | $30.8M | 2.4% | |
| FIAM BLEND TARGET DATE 2025 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $28.4M | 2.2% | |
| EuroPacific Growth Fund Class R6 | Other securities | — | — | $23.7M | 1.8% | |
| Participant loans | Participant loans | — | — | $22.3M | 1.7% | |
| FIAM BLEND TARGET DATE 2060 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $18.8M | 1.4% | |
| Health Care Fund Admiral Shares | Other securities | — | — | $17.7M | 1.4% | |
| New Era Class I | Other securities | — | — | $16.5M | 1.3% | |
| Inflation Protected Securities Fund Institutional Shares | Other securities | — | — | $10.7M | 0.8% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $10.2M | 0.8% | |
| Blue Chip Growth Fund Class I | Other securities | — | — | $9.6M | 0.7% | |
| FIAM BLEND TARGET DATE 2020 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $8.7M | 0.7% | |
| Securities Fund Institutional Class R6 | Real Estate | — | — | $7.1M | 0.5% | |
| Mid Cap Value Fund Class I | Other securities | — | — | $5.8M | 0.4% | |
| FIAM BLEND TARGET DATE 2065 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| Janus Henderson Developed World Bond Fund I | Mutual Funds | — | — | $3.6M | 0.3% | |
| FIAM BLEND TARGET DATE 2015 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| FIAM BLEND TARGET DATE INCOME CL R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| FIAM BLEND TARGET DATE 2010 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| FIAM BLEND TARGET DATE 2005 CLASS R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
