Barbie Apley signed Alliance for Multispecialty Research, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance for Multispecialty Research, LLC's EIN is 72-1369056.
Download the official 2024 Form 5500 (PDF) for Alliance for Multispecialty Research, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance for Multispecialty Research, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $14.5M | 79.3% | |
| TIAA-CREF LFCY IDX 2040 INST | Common Collective Trusts | — | — | $2.5M | 13.6% | |
| TIAA-CREF LFCY IDX 2035 INST | Common Collective Trusts | — | — | $2.2M | 12.0% | |
| TIAA-CREF LFCY IDX 2045 INST | Common Collective Trusts | — | — | $1.9M | 10.5% | |
| TIAA-CREF LFCY IDX 2015 INST | Common Collective Trusts | — | — | $1.6M | 8.6% | |
| TIAA-CREF LFCY IDX 2025 INST | Common Collective Trusts | — | — | $1.6M | 8.5% | |
| TIAA-CREF LFCY IDX 2030 INST | Common Collective Trusts | — | — | $1.5M | 8.2% | |
| TIAA-CREF LFCY IDX 2050 INST | Common Collective Trusts | — | — | $962K | 5.2% | |
| TIAA-CREF LFCY IDX 2055 INST | Common Collective Trusts | — | — | $879K | 4.8% | |
| Fidelity Investments 500 INDEX FUND | Common Collective Trusts | — | — | $838K | 4.6% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $761K | 4.2% | |
| TIAA-CREF LFCY IDX 2060 INST | Common Collective Trusts | — | — | $605K | 3.3% | |
| TIAA-CREF LFCY IDX 2020 INST | Common Collective Trusts | — | — | $349K | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $338K | 1.8% | |
| TIAA-CREF LFCY IDX 2065 INST | Common Collective Trusts | — | — | $320K | 1.7% | |
| Fidelity Investments Mid CP INDEX FUND | Common Collective Trusts | — | — | $293K | 1.6% | |
| Fidelity Investments SM CAP INDEX FUND | Common Collective Trusts | — | — | $207K | 1.1% | |
| JP Morgan JP Morgan Core Plus Bond R6 Fd | Other securities | — | — | $205K | 1.1% | |
| American Funds AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | — | $165K | 0.9% | |
| American Funds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $135K | 0.7% | |
| TIAA-CREF LFCY IDX 2010 INST | Common Collective Trusts | — | — | $94K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $93K | 0.5% | |
| MFS Investment Management MFS VALUE R6 FUND | Mutual Funds | — | — | $88K | 0.5% | |
| TIAA-CREF LFCY IDX RET INC INS | Common Collective Trusts | — | — | $78K | 0.4% | |
| Prudential PGIM HIGH YIELD R6 FUND | Other securities | — | — | $78K | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets I Fund | Mutual Funds | — | — | $62K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $57K | 0.3% | |
| Principal FIXED INCOME SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $52K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $52K | 0.3% | |
| Vanguard Group EXPLORER ADMIRAL FUND | Mutual Funds | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | 62-1119975 | — | ACCOUNTANT | $13K | — |
