Trent Mathis signed Alpha COMM Enterprises LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpha COMM Enterprises LLC's EIN is 58-2251335.
Download the official 2024 Form 5500 (PDF) for Alpha COMM Enterprises LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpha COMM Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T . Rowe Price T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $1.2M | 15.3% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $944K | 12.3% | |
| iShares S&P 500 Index Fund Institutional Shares | Common Collective Trusts | — | — | $911K | 11.9% | |
| MFS Research International Fund Class R6 | Mutual Funds | — | — | $662K | 8.6% | |
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $553K | 7.2% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $487K | 6.4% | |
| JPMorgan SmartRetirement 2055 Fund Class R6 | Other securities | — | — | $481K | 6.3% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $373K | 4.9% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $350K | 4.6% | |
| ClearBridge Small Cap Growth Fund Class IS | Other securities | — | — | $212K | 2.8% | |
| Participant loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $173K | 2.3% | |
| T . Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $167K | 2.2% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $159K | 2.1% | |
| ClearBridge Mid Cap Fund Class IS | Other securities | — | — | $157K | 2.1% | |
| JPMorgan SmartRetirement 2060 Fund Class R6 | Other securities | — | — | $155K | 2.0% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $155K | 2.0% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $153K | 2.0% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $85K | 1.1% | |
| Voya Small Company Fund Class R6 | Common Stocks | — | — | $66K | 0.9% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $63K | 0.8% | |
| Vanguard Treasury Money Mkt Fd Inv Shares | Mutual Funds | — | — | $58K | 0.8% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $36K | 0.5% | |
| Invesco Oppenheimer Intrntl Grwth Fd Class R6 | Mutual Funds | — | — | $30K | 0.4% | |
| Invesco Balanced-Risk Comm Strat Fd R5 Class | Mutual Funds | — | — | $15K | 0.2% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $15K | 0.2% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $11K | 0.1% | |
| iShares Russell Mid-Cap Index Fund Class K | Common Collective Trusts | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
