Peter Napoli signed ALFA Wassermann Professional Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALFA Wassermann Professional Services, LLC's EIN is 43-2038203.
Download the official 2024 Form 5500 (PDF) for ALFA Wassermann Professional Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALFA Wassermann Professional Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAIKEN ASSOCIATES, INC. | — | WHIPPANY, NJ | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $27.2M | 92.4% | |
| Fidelity 500 Index Fund Pooled separate accounts - | Pooled Separate Accounts | — | — | $6.2M | 21.0% | |
| American Funds Wash Mutual Investors R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $4.0M | 13.5% | |
| JPMorgan Large Cap Growth R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $2.4M | 8.1% | |
| TRowe Price Retirement 2030 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $2.3M | 7.7% | |
| Vanguard Mid-Cap Index Fund Admiral Pooled separate accounts - | Pooled Separate Accounts | — | — | $2.2M | 7.6% | |
| Voya Fixed Account Guarateed investment contract - | Other securities | — | — | $2.2M | 7.4% | |
| PIMCO Income Fund Institutional Pooled separate accounts - | Pooled Separate Accounts | — | — | $1.1M | 3.9% | |
| Vanguard Small-Cap Index Fund Admiral Pooled separate accounts - | Pooled Separate Accounts | — | — | $1.1M | 3.8% | |
| TRowe Price Retirement 2025 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $923K | 3.1% | |
| Voya Large Cap Growth Class 8 Pooled separate accounts - | Pooled Separate Accounts | — | — | $892K | 3.0% | |
| American Funds American Balanced R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $880K | 3.0% | |
| TRowe Price Retirement 2020 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $780K | 2.6% | |
| TRowe Price Retirement 2060 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $624K | 2.1% | |
| American Funds EuroPacific Growth R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $508K | 1.7% | |
| Voya Intermediate Bond Fund R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $467K | 1.6% | |
| TRowe Price Retirement 2040 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $385K | 1.3% | |
| DFA U.S. Targeted Value Port Institutional Pooled separate accounts - | Pooled Separate Accounts | — | — | $260K | 0.9% | |
| TRowe Price Retirement 2045 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $245K | 0.8% | |
| TRowe Price Retirement 2055 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $234K | 0.8% | |
| American Funds New Perspective R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $230K | 0.8% | |
| American Funds American Mutual R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $212K | 0.7% | |
| Carillon Eagle Mid Cap Growth R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $204K | 0.7% | |
| DFA Real Estate Securities Port Institutional Pooled separate accounts - | Pooled Separate Accounts | — | — | $187K | 0.6% | |
| PGIM High Yield Fund R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $157K | 0.5% | |
| TRowe Price Retirement 2015 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $150K | 0.5% | |
| ClearBridge Small Cap Growth IS Pooled separate accounts - | Pooled Separate Accounts | — | — | $144K | 0.5% | |
| DFA Inflation-Protected Securities Port Institutional Pooled separate accounts - | Pooled Separate Accounts | — | — | $119K | 0.4% | |
| TRowe Price Retirement 2050 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $92K | 0.3% | |
| TRowe Price Retirement 2035 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $82K | 0.3% | |
| MFS Mid Cap Value Fund R6 Pooled separate accounts - | Pooled Separate Accounts | — | — | $51K | 0.2% | |
| DFA Emerging Markets Portfolio Institutional Pooled separate accounts - | Pooled Separate Accounts | — | — | $28K | <0.1% | |
| TRowe Price Retirement 2005 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $27K | <0.1% | |
| Voya Government Money Market Class A Pooled separate accounts - | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| TRowe Price Retirement 2065 Fund I Pooled separate accounts - | Pooled Separate Accounts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
