JEFF Hazard signed Alliance, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance, Inc.'s EIN is 52-1277262.
Download the official 2023 Form 5500 (PDF) for Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alliance, Inc.'s plan includes profit-sharing, 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 | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $367K | 21.9% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $317K | 18.9% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $157K | 9.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $146K | 8.7% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $136K | 8.1% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $127K | 7.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $123K | 7.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $105K | 6.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $60K | 3.6% | |
| maturing serially through May 2029 - 0 - | Other securities | — | — | $59K | 3.5% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $29K | 1.7% | |
| T. Rowe Price Overseas Stock I Mutual Fund ** 343 American Beacon Stephens Mid-Cap GR R6 Mutual Fund ** 142 Vanguard Target Retirement Inc Mutual Fund | Mutual Funds | — | — | $24K | 1.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $18K | 1.1% | |
| Fully Benefit-Responsive Fixed Annuity Contract Fund ** Lincoln Stable Value 454 * Fidelity Government Money Market Money Market | Stable Value | — | — | $2K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund ** 663 Dodge & Cox Stock X Mutual Fund ** 532 Baird Aggregate Bond Institutional Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
