Mark Kotzer signed Alliance Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Bank's EIN is 41-0362490.
Download the official 2024 Form 5500 (PDF) for Alliance Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP SECURITIES LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 9.9% |
| MASSMUTUAL SELECT TRP RET 2040 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $2.2M | 9.7% |
| MASSMUTUAL SELECT TRP RETI 2030 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $2.2M | 9.5% |
| AMERICAN FUNDS FUNDAMENTAL INVS R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $2.2M | 9.5% |
| MASSMUTUAL TOTAL RETURN BOND R5 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.6M | 7.0% |
| MASSMUTUAL SELECT TRP RET 2020 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.3M | 5.6% |
| AMERICAN FUNDS AMERICAN MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.1M | 5.0% |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | $998K | 4.4% |
| FRANKLIN SMALL CAP VALUE ADV FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $840K | 3.7% |
| MASSMUTUAL SELECT TRP RET 2050 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $819K | 3.6% |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $625K | 2.7% |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $426K | 1.9% |
| MASSMUTUAL SELECT TRP RET 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $184K | 0.8% |
| MASSMUTUAL SELECT TRP RET BAL MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $84K | 0.4% |
| MASSMUTUAL SELECT TRP RET 2010 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $43K | 0.2% |
| MASSMUTUAL SMALL CAP GR EQ SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $577 | <0.1% |
| MFS NEW DISCOVERY R4 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| — |
| TAMPA, FL |
| INVESTMENT ADVISOR |
| $15K |
| — |
