Cynthia Ellsworth signed The Alliance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Alliance, Inc.'s EIN is 41-0963427.
Download the official 2024 Form 5500 (PDF) for The Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Alliance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $83K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various DGI Portfolio - Various - See Attached | Other securities | — | — | $41.4M | 53.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.9M | 7.7% | |
| American Funds Growth Fund of America R4 | Mutual Funds | — | — | $5.4M | 7.0% | |
| Janus Henderson Research T | Mutual Funds | — | — | $2.3M | 3.0% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $2.3M | 3.0% | |
| Federated Government Obligation Advisor | Other securities | — | — | $2.1M | 2.8% | |
| Janus Henderson Global Research T | Mutual Funds | — | — | $1.9M | 2.4% | |
| MFS Value A | Mutual Funds | — | — | $1.8M | 2.4% | |
| Wells Fargo Core Bond Admin | Other securities | — | — | $1.6M | 2.0% | |
| Vanguard Long-Term Growth Index Admiral | Mutual Funds | — | — | $1.4M | 1.9% | |
| Victory Sycamore Established Value A | Other securities | — | — | $1.1M | 1.4% | |
| TIAA CREF Short Bond Advisor | U.S. Treasuries | — | — | $987K | 1.3% | |
| Invesco Emerging Markets All Cap Fund | Mutual Funds | — | — | $837K | 1.1% | |
| Nuveen Small Cap Select I | Mutual Funds | — | — | $821K | 1.1% | |
| Federated Mid-Cap Index Svc | Other securities | — | — | $786K | 1.0% | |
| Franklin Small-Mid Cap Growth Fund | Mutual Funds | — | — | $774K | 1.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $758K | 1.0% | |
| Nuveen Real Estate Securities I | Mutual Funds | — | — | $551K | 0.7% | |
| PIMCO Real Return Admin | Mutual Funds | — | — | $538K | 0.7% | |
| JPMorgan U.S. Small Company R6 | Common Stocks | — | — | $535K | 0.7% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $507K | 0.7% | |
| T. Rowe Price QM US Small-Cap Growth Eq | Other securities | — | — | $477K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $276K | 0.4% | |
| ClearBridge International Growth IS | Other securities | — | — | $267K | 0.3% | |
| Invesco International Bond Fund A | Mutual Funds | — | — | $256K | 0.3% | |
| Nuveen Mid Cap Value Fund I | Mutual Funds | — | — | $232K | 0.3% | |
| Undiscovered Managers Behavioral Val R3 | Other securities | — | — | $226K | 0.3% | |
| American Beacon Large Cap Value Investor | Other securities | — | — | $216K | 0.3% | |
| Nuveen Dividend Value I | Mutual Funds | — | — | $195K | 0.3% | |
| Nuveen Small/Mid Cap Growth Opportunities I | Mutual Funds | — | — | $187K | 0.2% | |
| WCM Focused Internation Growth Inst | Other securities | — | — | $130K | 0.2% | |
| Participants Participant Loans Rates from 5.00% to 9.50% - | Bonds / Notes | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| AUDITOR |
| $15K |
| — |
