Lauren Ronayne signed Albright Stonebridge Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albright Stonebridge Group LLC's EIN is 52-2315157.
Download the official 2024 Form 5500 (PDF) for Albright Stonebridge Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albright Stonebridge Group LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $47K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID LG CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $4.2M | 15.0% | |
| AF AMER MUTUAL R6 Mutual fund | Other securities | — | — | $2.7M | 9.5% | |
| MFS MID CAP GRTH R6 Mutual fund | Mutual Funds | — | — | $1.8M | 6.3% | |
| AF TRGT DATE 2030 R6 Mutual fund | Other securities | — | — | $1.7M | 5.9% | |
| GS INTL EQ INS R6 Mutual fund | Other securities | — | — | $1.5M | 5.2% | |
| VICTORY S SM CO OP I Mutual fund | Common Stocks | — | — | $1.4M | 5.1% | |
| AS SPL MID CP VAL R6 Mutual fund | Other securities | — | — | $1.3M | 4.7% | |
| JPM CORE PLUS BND R6 Mutual fund | Other securities | — | — | $1.3M | 4.6% | |
| PGIM HIGH YIELD R6 Mutual fund | Other securities | — | — | $1.2M | 4.4% | |
| COL FLOATING RATE 12 Mutual fund | Bonds / Notes | — | — | $1.1M | 3.9% | |
| AF TRGT DATE 2055 R6 Mutual fund | Other securities | — | — | $986K | 3.5% | |
| AF TRGT DATE 2050 R6 Mutual fund | Other securities | — | — | $913K | 3.2% | |
| AF NEW WORLD R6 Mutual fund | Other securities | — | — | $905K | 3.2% | |
| FID GOVT MMKT Mutual fund | Mutual Funds | — | — | $897K | 3.2% | |
| AF TRGT DATE 2060 R6 Mutual fund | Other securities | — | — | $878K | 3.1% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $851K | 3.0% | |
| AF TRGT DATE 2040 R6 Mutual fund | Other securities | — | — | $821K | 2.9% | |
| AF TRGT DATE 2035 R6 Mutual fund | Other securities | — | — | $736K | 2.6% | |
| AF TRGT DATE 2045 R6 Mutual fund | Other securities | — | — | $694K | 2.5% | |
| FID SM CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $642K | 2.3% | |
| AF TRGT DATE 2025 R6 Mutual fund | Other securities | — | — | $312K | 1.1% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $131K | 0.5% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $126K | 0.4% | |
| AF TRGT DATE 2015 R6 Mutual fund | Other securities | — | — | $122K | 0.4% | |
| Participant loans through July 2029 | Participant loans | — | — | $92K | 0.3% | |
| AF TRGT DATE 2020 R6 Mutual fund | Other securities | — | — | $81K | 0.3% | |
| C&S REAL ESTATE I Mutual fund | Other securities | — | — | $52K | 0.2% | |
| GS INTL EQ ESG INST Mutual fund | Other securities | — | — | $38K | 0.1% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
