Nancy Russell signed ALCO Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALCO Management, Inc.'s EIN is 62-0951782.
Download the official 2024 Form 5500 (PDF) for ALCO Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALCO Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.3M | 12.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.1M | 10.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $730K | 6.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $721K | 6.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $678K | 6.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $635K | 6.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $588K | 5.6% | |
| Fidelity New Insights Fund | Mutual Funds | — | — | $474K | 4.5% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $398K | 3.8% | |
| Fidelity Brokerage Accounts | Self-Directed Brokerage | — | — | $330K | 3.1% | |
| Columbia Dividend Income Fund | Other securities | — | — | $316K | 3.0% | |
| Participant Loans 4.25% to 9.50% Interest | Bonds / Notes | — | — | $304K | 2.9% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $296K | 2.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $291K | 2.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $285K | 2.7% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $278K | 2.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $250K | 2.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $227K | 2.2% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $193K | 1.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $165K | 1.6% | |
| American Funds Capital Income Builder Fund | Mutual Funds | — | — | $151K | 1.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $130K | 1.2% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $119K | 1.1% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $114K | 1.1% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $88K | 0.8% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $81K | 0.8% | |
| Invesco Short Term Bond Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Oppenheimer International Small-Mid Company Fund | Mutual Funds | — | — | $60K | 0.6% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $57K | 0.5% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $52K | 0.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $28K | 0.3% | |
| Fidelity Freedom Income Fund 35 * Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
