Keena Story signed Alliance Material Handling, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Material Handling, Inc.'s EIN is 52-2323852.
Download the official 2024 Form 5500 (PDF) for Alliance Material Handling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Material Handling, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.0M | 18.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.6M | 16.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.6M | 9.7% | |
| Calvert Equity R6 Fund Interest in registered investment companies xx | Other securities | — | — | $1.3M | 7.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $997K | 6.2% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $887K | 5.5% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $783K | 4.9% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $548K | 3.4% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $525K | 3.3% | |
| Principal Diversified International Separate Account Fund Z Interest in pooled separate account xx | Pooled Separate Accounts | — | — | $465K | 2.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $465K | 2.9% | |
| American Funds SmallCap World R6 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $413K | 2.6% | |
| Victory Sycamore Established Value A Fund Interest in registered investment companies xx | Other securities | — | — | $390K | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $366K | 2.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $349K | 2.2% | |
| Principal SmallCap Growth I Separate Account Fund Z Interest in pooled separate account xx | Pooled Separate Accounts | — | — | $324K | 2.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $324K | 2.0% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $317K | 2.0% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $296K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $256K | 1.6% | |
| Brown Advisory Sustainable Growth Advisory Fund I Interest in registered investment companies xx | Other securities | — | — | $145K | 0.9% | |
| American Funds Bond Fund of America R6 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $138K | 0.9% | |
| Principal LifeTime 2070 Separate Account Fund Z Interest in pooled separate account xx | Pooled Separate Accounts | — | — | $138K | 0.9% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $138K | 0.9% | |
| Neuberger Berman Large Cap Value R6 Fund Interest in registered investment companies xx | Other securities | — | — | $107K | 0.7% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $81K | 0.5% | |
| maturing at various dates through November 2028 - | Other securities | — | — | $22K | 0.1% | |
| (E) | Other securities | — | — | $22K | 0.1% | |
| (E) | Other securities | — | $81K | $18K | 0.1% | |
| Principal LifeTime Strategic Income Separate Account Fund Z Interest in pooled separate account xx | Pooled Separate Accounts | — | — | $18K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $18K | 0.1% | |
| FEDERATED HERM CAP PRES ISP FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% | |
| Columbia Small Cap Value II Fund I3 Interest in registered investment companies xx | Other securities | — | — | $9K | <0.1% | |
| Cohen & Steers Real Estate Securities Z Fund Interest in registered investment companies xx | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS LLC | 82-5320133 | — | INVESTMENT ADVISORY | $0 | — |
