Matthew Hovanetz signed Alliance Solutions Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Solutions Group LLC's EIN is 45-4014987.
Download the official 2024 Form 5500 (PDF) for Alliance Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Solutions Group LLC'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISOR | 23-2697799 | — | ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| flexPATH Index Moderate 2055 R1 Mutual Fund | Other securities | — | — | $840K | 17.8% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $790K | 16.7% | |
| flexPATH Index Moderate 2045 R1 Mutual Fund | Other securities | — | — | $520K | 11.0% | |
| flexPATH Index Aggressive 2055 R1 Mutual Fund | Other securities | — | — | $456K | 9.7% | |
| flexPATH Index Aggressive 2035 R1 Mutual Fund | Other securities | — | — | $437K | 9.3% | |
| flexPATH Index Aggressive 2045 R1 Mutual Fund | Other securities | — | — | $398K | 8.4% | |
| AB Small Cap Growth Portfolio Z Mutual Fund ** 95 flexPATH Index Moderate 2035 R1 Mutual Fund | Other securities | — | — | $342K | 7.2% | |
| BlackRock Equity Index 1 Mutual Fund | Common Collective Trusts | — | — | $292K | 6.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $93K | 2.0% | |
| flexPATH Index Moderate Retire R1 Mutual Fund | Other securities | — | — | $86K | 1.8% | |
| flexPATH Index Moderate 2065 R1 Mutual Fund | Other securities | — | — | $76K | 1.6% | |
| flexPATH Index Aggressive Retire R1 Mutual Fund | Other securities | — | — | $75K | 1.6% | |
| (CL) American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $42K | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $42K | 0.9% | |
| ALLIANCE SOLUTIONS AGGRESS ALLOCATION Mutual Fund | Other securities | — | — | $40K | 0.8% | |
| ALLIANCE SOLUTIONS MOD ALLOCATION Mutual Fund | Other securities | — | — | $31K | 0.7% | |
| Participant loans Maturing through December 2028 $0 | Participant loans | — | — | $31K | 0.7% | |
| ALLIANCE SOLUTIONS CONSERV ALLOCATION Mutual Fund | Other securities | — | — | $28K | 0.6% | |
| BlackRock EAFE Equity Index 1 Mutual Fund | Common Collective Trusts | — | — | $23K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $17K | 0.4% | |
| MFS International Equity R6 Mutual Fund | Mutual Funds | — | — | $15K | 0.3% | |
| ALLIANCE SOLUTIONS MOD AGGRESS Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| PUTNAM STABLE VALUE - 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9K | 0.2% | |
| Fidelity Advisor Total Bond Z Mutual Fund | Mutual Funds | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
