David Rutherford signed Alaris Homes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alaris Homes, Inc.'s EIN is 56-1490479.
Download the official 2024 Form 5500 (PDF) for Alaris Homes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alaris Homes, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | NONE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund V Schwab 0 | Mutual Funds | — | — | $2.5M | 17.8% | |
| LARGE CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.4M | 16.6% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $1.7M | 11.8% | |
| T. ROWE PRICE RET 2025 TRUST CLASS T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $786K | 5.5% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $761K | 5.3% | |
| MFS MID CAP VALUE CIT 2W GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $745K | 5.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $602K | 4.2% | |
| T. ROWE PRICE RET 2030 TRUST CLASS T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $561K | 3.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $503K | 3.5% | |
| T. ROWE PRICE RET 2035 TRUST CLASS T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $342K | 2.4% | |
| T. ROWE PRICE RET 2045 TRUST CLASS T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $341K | 2.4% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $314K | 2.2% | |
| T. ROWE PRICE RET 2055 TRUST CLASS T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $281K | 2.0% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $271K | 1.9% | |
| T. ROWE PRICE RET 2020 TRUST CLASS T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $263K | 1.8% | |
| T. ROWE PRICE RET 2040 TRUST CLASS T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $253K | 1.8% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $215K | 1.5% | |
| T. ROWE PRICE RET 2060 TRUST CLASS T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $179K | 1.2% | |
| T. ROWE PRICE RET 2015 TRUST CLASS T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $166K | 1.2% | |
| T. ROWE PRICE RET 2050 TRUST CLASS T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $164K | 1.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $161K | 1.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | Mutual Funds | — | — | $132K | 0.9% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $126K | 0.9% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | Other securities | — | — | $51K | 0.4% | |
| T. ROWE PRICE RET 2010 TRUST CLASS T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $32K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
