Aaron Stillions signed Altorfer Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altorfer Inc.'s EIN is 42-0788540.
Download the official 2024 Form 5500 (PDF) for Altorfer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altorfer 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | Mutual Funds | — | — | $17.5M | 10.7% | |
| AF TRGT DATE 2030 R6 | Other securities | — | — | $15.5M | 9.5% | |
| AF TRGT DATE 2040 R6 | Other securities | — | — | $13.4M | 8.2% | |
| FID GROWTH CO K | Mutual Funds | — | — | $12.8M | 7.9% | |
| AF TRGT DATE 2035 R6 | Other securities | — | — | $11.2M | 6.9% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $9.5M | 5.8% | |
| AF TRGT DATE 2045 R6 | Other securities | — | — | $8.4M | 5.2% | |
| AF TRGT DATE 2025 R6 | Other securities | — | — | $7.1M | 4.3% | |
| AF TRGT DATE 2050 R6 | Other securities | — | — | $6.6M | 4.1% | |
| Fidelity Retirement Money Market Portfolio | Mutual Funds | — | — | $6.5M | 4.0% | |
| AF TRGT DATE 2055 R6 | Other securities | — | — | $5.6M | 3.4% | |
| BARON GROWTH INST | Other securities | — | — | $5.6M | 3.4% | |
| AF TRGT DATE 2020 R6 | Other securities | — | — | $4.3M | 2.6% | |
| FID MID CAP STOCK K | Mutual Funds | — | — | $3.6M | 2.2% | |
| FID OVERSEAS | Mutual Funds | — | — | $3.1M | 1.9% | |
| VICTORY S ESTB VAL I | Other securities | — | — | $3.0M | 1.9% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $2.9M | 1.8% | |
| AF TRGT DATE 2060 R6 | Other securities | — | — | $2.9M | 1.8% | |
| INVS DIVRS DIVD R5 | Other securities | — | — | $2.9M | 1.8% | |
| JH DSCPL VAL MDCP I | Other securities | — | — | $2.8M | 1.7% | |
| DODGE & COX INCOME X | Mutual Funds | — | — | $2.5M | 1.5% | |
| FID BALANCED K | Mutual Funds | — | — | $2.5M | 1.5% | |
| VANG EXPLORER ADM | Other securities | — | — | $2.5M | 1.5% | |
| and Maturities through January 2030 - | Other securities | — | — | $1.8M | 1.1% | |
| AF TRGT DATE 2015 R6 | Other securities | — | — | $1.6M | 1.0% | |
| FID STRATEGIC INCOME | Mutual Funds | — | — | $1.4M | 0.9% | |
| PGIM SH DUR MS BD R6 | Other securities | — | — | $1.2M | 0.8% | |
| AS SPL SM CAP VAL R6 | Other securities | — | — | $1.2M | 0.7% | |
| AF TRGT DATE 2065 R6 | Other securities | — | — | $1.1M | 0.7% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $600K | 0.4% | |
| AF TRGT DATE 2010 R6 | Other securities | — | — | $496K | 0.3% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $421K | 0.3% | |
| C&S INST REALTY SHS | Common Stocks | — | — | $305K | 0.2% | |
| AF TRGT DATE 2070 R6 | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
