Ashley Sinclair signed Aledade, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aledade, Inc.'s EIN is 46-5417350.
Download the official 2024 Form 5500 (PDF) for Aledade, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aledade, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | NONE | $100K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $13.3M | 13.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $12.8M | 13.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.2M | 11.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $9.9M | 10.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $9.0M | 9.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $6.7M | 6.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $5.5M | 5.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.9M | 4.9% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $3.8M | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.0M | 3.0% | |
| American New Perspective R6 | Other securities | — | — | $2.6M | 2.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.0M | 2.0% | |
| MFS INTL Diversification CL R6 | Mutual Funds | — | — | $1.9M | 2.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.6M | 1.6% | |
| Vanguard FTSE Social IDX ADM | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $1.5M | 1.5% | |
| Charles Schwab Trust Bank Baird Aggregate Bond INST | Mutual Funds | — | — | $1.5M | 1.5% | |
| Participants Participant notes receivable - Various maturities and repayment terms for notes receivable, with interest rates ranging from 8.50 percent to 9.50 percent - | Bonds / Notes | — | — | $1.1M | 1.1% | |
| Charles Schwab Trust Bank Common/collective trust fund - Charles Schwab Morely Stable Value Fund Collective | Stable Value | — | — | $1.1M | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $759K | 0.8% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $684K | 0.7% | |
| Cohen & Steers Realty Inst CL | Other securities | — | — | $570K | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $288K | 0.3% | |
| PIMCO Real Return Fund INSTL | Mutual Funds | — | — | $213K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $96K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
