ERIN Cook signed NYC Alliance Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NYC Alliance Group, LLC's EIN is 46-0838402.
Download the official 2024 Form 5500 (PDF) for NYC Alliance Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NYC Alliance 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | — | NEW YORK, NY | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| JPM SMART RET 2040 R3 | Registered Investment Companies | — | — | $1.1M | 13.2% | |
| JPM SMART RET 2035 R3 | Registered Investment Companies | — | — | $922K | 11.1% | |
| JPM SMART RET 2050 R3 | Registered Investment Companies | — | — | $875K | 10.5% | |
| AMERCENT ULTRA FUND - A | Registered Investment Companies | — | — | $583K | 7.0% | |
| JPM SMART RET 2030 R3 | Registered Investment Companies | — | — | $566K | 6.8% | |
| JPM SMART RET 2060 R3 | Registered Investment Companies | — | — | $523K | 6.3% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $511K | 6.2% | |
| JPM SMART RET 2055 R3 | Registered Investment Companies | — | — | $502K | 6.0% | |
| JPM SMART RET 2045 R3 | Registered Investment Companies | — | — | $471K | 5.7% | |
| JPM SMART RET 2025 R3 | Registered Investment Companies | — | — | $393K | 4.7% | |
| JPM SMART RET 2020 R3 | Registered Investment Companies | — | — | $257K | 3.1% | |
| MFS GROWTH R3 | Registered Investment Companies | — | — | $188K | 2.3% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $170K | 2.0% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $165K | 2.0% | |
| PUTNAM CORE EQUITY A | Registered Investment Companies | — | — | $107K | 1.3% | |
| PGIM JENNISON SMALL COMPANY A | Registered Investment Companies | — | — | $97K | 1.2% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $94K | 1.1% | |
| AMERICAN US GOV MONEY MKT R3 | Registered Investment Companies | — | — | $89K | 1.1% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $83K | 1.0% | |
| JPM GVNMT BD FD R3 | Registered Investment Companies | — | — | $70K | 0.8% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $67K | 0.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $67K | 0.8% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $62K | 0.7% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $55K | 0.7% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $40K | 0.5% | |
| AB DISCOVERY VALUE A | Registered Investment Companies | — | — | $23K | 0.3% | |
| JPM SMART RET INC R3 | Registered Investment Companies | — | — | $16K | 0.2% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $13K | 0.2% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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