Terri Borders signed Alliance Entertainment's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Entertainment's EIN is 55-0917836.
Download the official 2025 Form 5500 (PDF) for Alliance Entertainment from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Alliance Entertainment'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | 83-3983879 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2035 K Registered Investment Companies | Mutual Funds | — | — | $4.9M | 12.8% | |
| FIDELITY FREEDOM 2030 K Registered Investment Companies | Mutual Funds | — | — | $3.9M | 10.1% | |
| FIDELITY 500 INDEX Registered Investment Companies | Common Collective Trusts | — | — | $3.2M | 8.3% | |
| FIDELITY FREEDOM 2040 K Registered Investment Companies | Mutual Funds | — | — | $3.2M | 8.2% | |
| FIDELITY CONTRAFUND Registered Investment Companies | Mutual Funds | — | — | $2.8M | 7.3% | |
| FIDELITY DIVIDEND GR Registered Investment Companies | Mutual Funds | — | — | $2.5M | 6.4% | |
| FIDELITY FREEDOM 2045 K Registered Investment Companies | Mutual Funds | — | — | $2.0M | 5.3% | |
| FIDELITY FREEDOM 2025 K Registered Investment Companies | Mutual Funds | — | — | $1.9M | 5.1% | |
| BARON ASSET FUND Registered Investment Companies | Other securities | — | — | $1.6M | 4.1% | |
| EATON LG CAP VALUE A Registered Investment Companies | Other securities | — | — | $1.0M | 2.6% | |
| FIDELITY FREEDOM 2050 K Registered Investment Companies | Mutual Funds | — | — | $935K | 2.4% | |
| FIDELITY US BOND IDX Registered Investment Companies | Common Collective Trusts | — | — | $918K | 2.4% | |
| OAKMARK EQ & INC INV Registered Investment Companies | Common Stocks | — | — | $912K | 2.4% | |
| FIDELITY GOVT MMKT Cash | Mutual Funds | — | — | $885K | 2.3% | |
| FIDELITY INTL INDEX Registered Investment Companies | Mutual Funds | — | — | $795K | 2.1% | |
| Participants Loans (4.25% to 6.50%) | Bonds / Notes | — | — | $742K | 1.9% | |
| FIDELITY EXTD MKT IDX Registered Investment Companies | Common Collective Trusts | — | — | $640K | 1.7% | |
| INVS DEVELOP MKT A Registered Investment Companies | Other securities | — | — | $552K | 1.4% | |
| PIMCO TOT RETURN ADM Registered Investment Companies | Mutual Funds | — | — | $543K | 1.4% | |
| FIDELITY FREEDOM 2055 K Registered Investment Companies | Mutual Funds | — | — | $533K | 1.4% | |
| VRS SMALL CAP GRTH A Registered Investment Companies | Other securities | — | — | $494K | 1.3% | |
| FIDELITY INTL DISCOVERY Registered Investment Companies | Mutual Funds | — | — | $484K | 1.3% | |
| FIDELITY LOW PRICED STK Registered Investment Companies | Mutual Funds | — | — | $401K | 1.0% | |
| NORTHERN SM CAP VAL Registered Investment Companies | Other securities | — | — | $359K | 0.9% | |
| FIDELITY FREEDOM 2015 K Registered Investment Companies | Mutual Funds | — | — | $306K | 0.8% | |
| FIDELITY FREEDOM 2060 K Registered Investment Companies | Mutual Funds | — | — | $294K | 0.8% | |
| FIDELITY SM CAP IDX Registered Investment Companies | Common Collective Trusts | — | — | $294K | 0.8% | |
| FIDELITYELITY GOVT INCOME Registered Investment Companies | Other securities | — | — | $260K | 0.7% | |
| FIDELITY HIGH INCOME Registered Investment Companies | Mutual Funds | — | — | $140K | 0.4% | |
| FIDELITY FREEDOM 2065 K Registered Investment Companies | Mutual Funds | — | — | $76K | 0.2% | |
| FIDELITY FREEDOM 2010 K Registered Investment Companies | Mutual Funds | — | — | $40K | 0.1% | |
| FIDELITY FREEDOM 2005 K Registered Investment Companies | Mutual Funds | — | — | $35K | <0.1% | |
| FIDELITY FREEDOM INC K Registered Investment Companies | Mutual Funds | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
