Herschell Newman signed Aluma-FORM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aluma-FORM, Inc.'s EIN is 62-0649170.
Download the official 2024 Form 5500 (PDF) for Aluma-FORM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aluma-FORM, Inc.'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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Std Stable Asset Fd | Other securities | — | — | $2.4M | 22.1% | |
| Pioneer US Government Money Market | Cash / Money Market | — | — | $1.1M | 10.2% | |
| Pioneer Equity Income | Other securities | — | — | $815K | 7.5% | |
| PIMCO Real Return Fd | Mutual Funds | — | — | $685K | 6.3% | |
| AB Small Cap Growth Z | Other securities | — | — | $661K | 6.1% | |
| Vanguard Sml Cap Adm | Mutual Funds | — | — | $650K | 6.0% | |
| JPMorgan Large Cap Growth Fd | Other securities | — | — | $479K | 4.4% | |
| Vanguard Mid Cap Index - Admiral | Mutual Funds | — | — | $442K | 4.1% | |
| American 2035 Target Retirement | Other securities | — | — | $415K | 3.8% | |
| American 2040 Target Retirement | Other securities | — | — | $355K | 3.3% | |
| Vanguad 500 Index Fd Admiral | Common Collective Trusts | — | — | $279K | 2.6% | |
| American 2030 Target Retirement | Other securities | — | — | $275K | 2.5% | |
| American 2010 Target Retirement | Other securities | — | — | $259K | 2.4% | |
| AB Discovery Growth Z | Other securities | — | — | $259K | 2.4% | |
| American 2045 Target Retirement | Other securities | — | — | $214K | 2.0% | |
| American 2025 Target Retirement | Other securities | — | — | $196K | 1.8% | |
| MFS Mid Cap Value Fd | Mutual Funds | — | — | $196K | 1.8% | |
| American 2020 Target Retirement | Other securities | — | — | $196K | 1.8% | |
| Virtus Newfleet Multi Sector ST Bond Fd | U.S. Treasuries | — | — | $186K | 1.7% | |
| Goldman Sachs Int'l Equity Insights Fd | Other securities | — | — | $183K | 1.7% | |
| John Hancock Bond Fd | Other securities | — | — | $175K | 1.6% | |
| Goldman Sachs Small Cap Value Insights | Other securities | — | — | $107K | 1.0% | |
| MFS Moderate Alloc | Mutual Funds | — | — | $88K | 0.8% | |
| MFS Conservative Alloc | Mutual Funds | — | — | $61K | 0.6% | |
| MFS Growth Alloc | Mutual Funds | — | — | $46K | 0.4% | |
| American 2065 Target Retirement | Other securities | — | — | $43K | 0.4% | |
| Participant loans | Participant loans | — | — | $34K | 0.3% | |
| American 2060 Target Retirement | Other securities | — | — | $29K | 0.3% | |
| American 2055 Target Retirement | Other securities | — | — | $2K | <0.1% | |
| American 2050 Target Retirement | Other securities | — | — | $334 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
