Jennifer Rouse signed Alumni Ventures Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alumni Ventures Group, LLC's EIN is 46-3009852.
Download the official 2024 Form 5500 (PDF) for Alumni Ventures Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alumni Ventures 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.6M | 23.3% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $3.0M | 19.3% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 14.4% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $875K | 5.7% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $786K | 5.1% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $684K | 4.4% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $664K | 4.3% | |
| Fidelity Freedom Index 2060 Fundb Mutual Fund | Mutual Funds | — | — | $634K | 4.1% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $491K | 3.2% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $432K | 2.8% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $329K | 2.1% | |
| Year Not Corrected Outside VFCP | Other securities | — | $264K | $264K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $247K | 1.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $193K | 1.3% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $148K | 1.0% | |
| Participant loans bearing interest rates fromb b(4.75% - | Bonds / Notes | — | — | $146K | 0.9% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $146K | 0.9% | |
| Putnam Large Cap Value Trust Fund Common Collective Trust | Common Collective Trusts | — | — | $143K | 0.9% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $143K | 0.9% | |
| Fidelity Total Bond K6 Fund Mutual Fund | Mutual Funds | — | — | $134K | 0.9% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $116K | 0.8% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $99K | 0.6% | |
| Cohen & Steers Inst. Realty Shares Fund Mutual Fund | Other securities | — | — | $90K | 0.6% | |
| Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $83K | 0.5% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $71K | 0.5% | |
| Neuberger Berman Strategic Income Fund Mutual Fund | Other securities | — | — | $39K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| Fund Common Collective Trust | Common Collective Trusts | — | — | $24K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24K | 0.2% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
