Altorfer, Inc.'s EIN is 42-0788540.
Download the official 2023 Form 5500 (PDF) for Altorfer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSEN ALLEN | 41-0746749 | — | AUDITOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $116K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Washington Mutual Investors Washington Mutual Investors, Class A | Other securities | — | $1.1M | $1.6M | 14.0% | |
| Raymond James Bank Deposit Program Fund 577 Goldman Sachs Goldman Sachs Financial Square Government Fund, Institutional Class | Other securities | — | $1.6M | $1.6M | 13.7% | |
| American Funds Capital World Growth and Income Fund, Class A | Mutual Funds | — | $962K | $1.3M | 11.6% | |
| American Funds American Balanced Fund, Class A | Mutual Funds | — | $724K | $1.1M | 9.6% | |
| American Funds New World Fund, Class A | Mutual Funds | — | $725K | $1.1M | 9.4% | |
| American Funds Capital Income Builder, Class A | Mutual Funds | — | $936K | $1.1M | 9.2% | |
| American Funds The Investment Company of America, Class A | Mutual Funds | — | $571K | $1.0M | 8.8% | |
| American Funds Income Fund of America, Class A | Mutual Funds | — | $839K | $984K | 8.6% | |
| American Funds New Perspective Fund, Class A | Mutual Funds | — | $759K | $945K | 8.2% | |
| Eaton Vance Short Duration Strategic Inc Fund, Class A | Common Stocks | — | $494K | $436K | 3.8% | |
| American Funds Capital World Bond Fund, Class A | Mutual Funds | — | $321K | $260K | 2.3% |
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