LORI Hall signed Alphanumeric Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alphanumeric Systems, Inc.'s EIN is 56-1240646.
Download the official 2024 Form 5500 (PDF) for Alphanumeric Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alphanumeric Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 17.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.6M | 14.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 9.5% | |
| Fidelity Investments | Mutual Funds | — | — | $976K | 8.6% | |
| Fidelity Investments | Mutual Funds | — | — | $881K | 7.8% | |
| Fidelity Investments | Mutual Funds | — | — | $645K | 5.7% | |
| Fidelity Investments | Mutual Funds | — | — | $589K | 5.2% | |
| Fidelity Investments | Mutual Funds | — | — | $536K | 4.7% | |
| MFS | Mutual Funds | — | — | $459K | 4.0% | |
| American Funds | Mutual Funds | — | — | $441K | 3.9% | |
| Fidelity Investments | Mutual Funds | — | — | $365K | 3.2% | |
| Macquarie | Other securities | — | — | $263K | 2.3% | |
| Fidelity Investments | Mutual Funds | — | — | $227K | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $202K | 1.8% | |
| PIMCO | Mutual Funds | — | — | $191K | 1.7% | |
| PGIM | Other securities | — | — | $168K | 1.5% | |
| Participant loans | Participant loans | — | — | $162K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $152K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $148K | 1.3% | |
| MFS | Mutual Funds | — | — | $59K | 0.5% | |
| Columbia | Other securities | — | — | $55K | 0.5% | |
| PGIM | Other securities | — | — | $52K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $52K | 0.5% | |
| American Funds | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $32K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $20K | 0.2% | |
| PIMCO | Mutual Funds | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
