LISA Penn signed Alamo Trust, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alamo Trust, Inc.'s EIN is 47-4365749.
Download the official 2022 Form 5500 (PDF) for Alamo Trust, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Alamo Trust, Inc.'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | — | RECORDKEEPER AND TPA | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2035 FD R6 Mutual fund | Other securities | — | — | $208K | 13.0% | |
| JPMORGAN SMARTRETIREMENT 2050 R6 Mutual fund | Other securities | — | — | $193K | 12.1% | |
| JPMORGAN SMARTRETIREMENT 2040 R6 Mutual fund | Other securities | — | — | $177K | 11.0% | |
| JPMORGAN SMARTRETIREMENT 2030 R6 Mutual fund | Other securities | — | — | $153K | 9.5% | |
| JPMORGAN SMARTRETIREMENT 2025 FD R6 Mutual fund | Other securities | — | — | $136K | 8.5% | |
| JPMORGAN SMARTRETIREMENT 2020 R6 Mutual fund | Other securities | — | — | $108K | 6.7% | |
| JPMORGAN SMARTRETIREMENT 2045 FD R6 Mutual fund | Other securities | — | — | $107K | 6.7% | |
| JPMORGAN SMARTRETIREMENT 2055 FD R6 Mutual fund | Other securities | — | — | $81K | 5.0% | |
| JPMORGAN SMARTRETIREMENT 2060 R6 Mutual fund | Other securities | — | — | $39K | 2.5% | |
| VANGUARD LIFESTRAT CONSRV GRTH FD I Mutual fund | Mutual Funds | — | — | $33K | 2.1% | |
| SCHWAB S&P 500 INDEX FUND - SELECT S Mutual fund | Common Collective Trusts | — | — | $33K | 2.1% | |
| JPMORGAN SMARTRETIREMENT INCM R6 Mutual fund | Other securities | — | — | $33K | 2.1% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Mutual fund | Common Collective Trusts | — | — | $29K | 1.8% | |
| VANGUARD LIFE STRATEGY GROWTH FD I Mutual fund | Mutual Funds | — | — | $17K | 1.0% | |
| METROPOLITAN WEST TOTAL RETURN I Mutual fund | Other securities | — | — | $15K | 1.0% | |
| 4.25% - 6.50% - | Bonds / Notes | — | — | $14K | 0.8% | |
| VANGUARD LIFE STRAT MOD GRWTH FUND I Mutual fund | Mutual Funds | — | — | $12K | 0.7% | |
| VANGUARD SMALL CAP I Mutual fund | Mutual Funds | — | — | $11K | 0.7% | |
| DFA INFLATION PROTECT SEC PORT INSTL Mutual fund | Mutual Funds | — | — | $8K | 0.5% | |
| INVESCO OPPENHEIMER DEV MKTS R6 Mutual fund ** 980 JPMORGAN GRWTH ADVANTAGE CL R6 Mutual fund | Mutual Funds | — | — | $5K | 0.3% | |
| DODGE & COX STOCK FU Mutual fund | Mutual Funds | — | — | $3K | 0.2% | |
| MFS INTL DIVERSIFICATION CL R6 Mutual fund | Mutual Funds | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
