Peter P IRBY signed Alpla, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpla, Inc.'s EIN is 58-2611718.
Download the official 2024 Form 5500 (PDF) for Alpla, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpla, Inc.'s plan includes automatic enrollment, 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 | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEDETTI GUCER & ASSOC | 20-5478610 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $6.7M | 10.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $6.1M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $4.6M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $4.0M | 6.5% | |
| AB US LARGE CAP GROWTH (W SERIES) R GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.0M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $3.4M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $3.3M | 5.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $3.3M | 5.3% | |
| Participant notes receivable * Participant loans Maturities from 2025 through 2029, interest rates from 4.50% to 9.50% - | Bonds / Notes | — | — | $3.3M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $2.8M | 4.4% | |
| Fidelity MidCap Index Mutual fund | Mutual Funds | — | — | $2.4M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $2.3M | 3.7% | |
| Participant-directed brokerage account Self-Directed Brokerage Common Stocks | Self-Directed Brokerage | — | — | $2.3M | 3.6% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | Mutual Funds | — | — | $2.2M | 3.6% | |
| Vanguard Equity Income Adm Mutual fund | Mutual Funds | — | — | $2.2M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $2.0M | 3.3% | |
| MacQuarie Mid Cap Growth R6 Mutual fund | Other securities | — | — | $1.8M | 2.9% | |
| Federated Hermes MDT Sm Cap Growth R6 Mutual fund | Other securities | — | — | $1.7M | 2.7% | |
| American Balanced R6 Mutual fund | Other securities | — | — | $1.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $1.4M | 2.3% | |
| Fidelity Intl Idx Instl Prem Mutual fund | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| MFS Mid Cap Value R6 Mutual fund | Mutual Funds | — | — | $976K | 1.6% | |
| Dodge and Cox Income Mutual fund | Mutual Funds | — | — | $845K | 1.4% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $556K | 0.9% | |
| DFA US Targeted Val PRTF Intl Mutual fund | Mutual Funds | — | — | $379K | 0.6% | |
| American Funds US Gov Sec R6 Mutual fund | Mutual Funds | — | — | $279K | 0.4% | |
| Cohen & Steers Institutional Realty Mutual fund | Other securities | — | — | $272K | 0.4% | |
| MFS Intl Diversification R6 Mutual fund | Mutual Funds | — | — | $245K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $90K | 0.1% | |
| PIMCO Income Instl Mutual fund | Mutual Funds | — | — | $80K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $54K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $29K | <0.1% | |
| Cash * Ascensus Trust Company Cash | Cash / Money Market | — | — | $16K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | Mutual Funds | — | — | $14K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
