Lindsey Primozich signed ALTO Pharmacy LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALTO Pharmacy LLC's EIN is 47-4390076.
Download the official 2024 Form 5500 (PDF) for ALTO Pharmacy LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALTO Pharmacy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $75 | — |
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 Freedom Index 2055 Fund - Premier II Class | Mutual Funds | — | — | $4.5M | 18.9% | |
| Fidelity Freedom Index 2045 Fund - Premier II Class | Mutual Funds | — | — | $3.4M | 14.4% | |
| Fidelity Freedom Index 2050 Fund - Premier II Class | Mutual Funds | — | — | $3.2M | 13.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 12.6% | |
| Fidelity Freedom Index 2060 Fund - Premier II Class | Mutual Funds | — | — | $2.3M | 9.8% | |
| Fidelity Freedom Index 2040 Fund - Premier II Class | Mutual Funds | — | — | $1.4M | 5.8% | |
| Fidelity Freedom Index 2035 Fund - Premier II Class | Mutual Funds | — | — | $976K | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $722K | 3.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $695K | 2.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $605K | 2.6% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY, LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $481K | 2.0% | |
| Fidelity Freedom Index 2065 Fund - Premier II Class | Mutual Funds | — | — | $342K | 1.4% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $335K | 1.4% | |
| Fidelity Freedom Index 2030 Fund - Premier II Class | Mutual Funds | — | — | $312K | 1.3% | |
| AM CENT GROWTH S SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $248K | 1.0% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $218K | 0.9% | |
| Principal Real Estate Securities Fund - Class R6 | Other securities | — | — | $206K | 0.9% | |
| Participant loans receivable - 30 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $197K | 0.8% | |
| Putnam Large Cap Value Trust - Class IA | Mutual Funds | — | — | $131K | 0.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $131K | 0.6% | |
| T. Rowe Price Overseas Stock Fund I Class | Other securities | — | — | $120K | 0.5% | |
| INVESCO Stable Value Trust - Class A1 | Stable Value | — | — | $83K | 0.3% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $83K | 0.3% | |
| Janus Henderson Triton Fund - Class N | Mutual Funds | — | — | $76K | 0.3% | |
| Fidelity Freedom Index Income Fund - Premier II Class | Mutual Funds | — | — | $66K | 0.3% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $50K | 0.2% | |
| Fidelity Freedom Index 2025 Fund - Premier II Class | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Freedom Index 2020 Fund - Premier II Class | Mutual Funds | — | — | $23K | <0.1% | |
| BlackRock Total Return Fund - Class K | Other securities | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2010 Fund - Premier II Class ** 779 * Fidelity Freedom Index 2015 Fund - Premier II Class | Mutual Funds | — | — | $8K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
