Shirley Horner signed Alcoa Electrical Contractor Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alcoa Electrical Contractor Inc.'s EIN is 38-3907348.
Download the official 2024 Form 5500 (PDF) for Alcoa Electrical Contractor Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alcoa Electrical Contractor Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $2.1M | 26.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $1.8M | 23.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $713K | 9.1% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $625K | 8.0% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $592K | 7.6% | |
| Vanguard 500 Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $528K | 6.7% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $369K | 4.7% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $295K | 3.8% | |
| Participant Notes Receivable Interest 5.25% - 9.50% | Bonds / Notes | — | — | $90K | 1.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $66K | 0.8% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $65K | 0.8% | |
| Vanguard Info Tech Index Adm Mutual Fund | Mutual Funds | — | — | $60K | 0.8% | |
| Dimensional Global Equity Inst Mutual Fund | Mutual Funds | — | — | $54K | 0.7% | |
| MFS Global Total Return R6 Mutual Fund 194 DFA Commodity Strategy Portfolio Inst Mutual Fund 699 Principal Small Cap S&P 600 Index Inst Mutual Fund | Mutual Funds | — | — | $49K | 0.6% | |
| Vanguard Real Estate Index Adm Mutual Fund | Mutual Funds | — | — | $47K | 0.6% | |
| Columbia Emerging Markets I3 Mutual Fund 380 JPMorgan US Equity Fund R6 Mutual Fund | Other securities | — | — | $39K | 0.5% | |
| Federated Hermes Kaufmann Large Cap Mutual Fund 838 JPMorgan US Govt Money Market Inst Mutual Fund | Cash / Money Market | — | — | $37K | 0.5% | |
| Vanguard Health Care Index Adm Mutual Fund 186 Vanguard Small Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Putnam Dynamic Asset Allocation Balanced R Mutual Fund | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard Short Term Investment-Grade Adm Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| Vanguard Lifestrategy Growth Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| PGIM Global Total Return R6 Mutual Fund 288 Putnam Dynamic Asset Allocation Growth R6 Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Wellesley Income Adm Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Federated Hermes Intl Leaders Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Vanguard Intermediate Term Bond Mutual Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Columbia High Yield Bond - I3 Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| DFA Intermediate Govt Fixed Inc Inst Mutual Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Janus Henderson Triton Fund N Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| John Hancock Income Fund R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Janus Henderson Balanced N Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Invesco Global R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| ClearBridge Mid Cap IS Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Inc Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| AllSpring Special Mid Cap Value R6 Mutual Fund | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
