Renee Moore signed Alpha Mechanical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpha Mechanical, Inc.'s EIN is 73-1696499.
Download the official 2024 Form 5500 (PDF) for Alpha Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpha Mechanical, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | CONTRACT ADMIN | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 46-3692968 | — | SERVICE PROVIDER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Yourpath Ishares 2025 Moderate | Other securities | — | — | $990K | 16.3% | |
| Yourpath Ishares 2045 Moderate | Other securities | — | — | $917K | 15.0% | |
| Yourpath Ishares 2035 Moderate | Other securities | — | — | $644K | 10.6% | |
| s (continued) Yourpath Ishares 2055 Moderate | Common Collective Trusts | — | — | $565K | 9.3% | |
| Yourpath Ishares 2040 Aggressive Fund 568 Yourpath Ishares 2040 Moderate | Other securities | — | — | $407K | 6.7% | |
| Yourpath Ishares 2020 Moderate | Other securities | — | — | $391K | 6.4% | |
| Yourpath Ishares 2050 Conservative Fund 567 Yourpath Ishares 2050 Moderate | Other securities | — | — | $307K | 5.0% | |
| BLACKROCK EQUITY INDEX NORTHERN TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $264K | 4.3% | |
| Yourpath Ishares 2045 Conservative | Other securities | — | — | $132K | 2.2% | |
| Yourpath Ishares 2055 Aggressive | Other securities | — | — | $109K | 1.8% | |
| Yourpath Ishares 2030 Moderate | Other securities | — | — | $100K | 1.6% | |
| Yourpath Ishares 2060 Aggressive 830 Yourpath Ishares 2060 Moderate | Other securities | — | — | $93K | 1.5% | |
| LARGE CAP GROWTH NORTHERN TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $72K | 1.2% | |
| Yourpath Ishares Income Moderate | Other securities | — | — | $64K | 1.1% | |
| Yourpath Ishares 2045 Aggressive | Other securities | — | — | $63K | 1.0% | |
| Yourpath Ishares 2015 Moderate | Other securities | — | — | $57K | 0.9% | |
| Yourpath Ishares Income Aggressive | Other securities | — | — | $52K | 0.9% | |
| Yourpath Ishares 2035 Conservative | Other securities | — | — | $49K | 0.8% | |
| Yourpath Ishares 2035 Aggressive | Other securities | — | — | $41K | 0.7% | |
| BLACKROCK EAFE EQUITY INDEX NORTHERN TRUST · EIN 20-3802494 / PN 007 | Common Collective Trust | — | — | $21K | 0.3% | |
| Yourpath Ishares 2065 Moderate | Other securities | — | — | $18K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Shares Fund | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity Small Cap Value Index Fund | Mutual Funds | — | — | $18K | 0.3% | |
| BLACKROCK US DEBT INDEX NORTHERN TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $14K | 0.2% | |
| * Lincoln National Life Insurance Company Lincoln Stable Value Account Fund | Guaranteed Income / GIC | — | — | $12K | 0.2% | |
| Yourpath Ishares 2025 Aggressive | Other securities | — | — | $5K | <0.1% | |
| Franklin Templeton Franklin Dynatech Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Yourpath Ishares 2025 Conservative | Other securities | — | — | $4K | <0.1% | |
| Yourpath Ishares Income Conservative | Other securities | — | — | $3K | <0.1% | |
| Yourpath Ishares 2055 Conservative | Other securities | — | — | $1K | <0.1% | |
| MFS Research International Class Fund | Mutual Funds | — | — | $1K | <0.1% | |
| CORE BOND NORTHERN TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $302 | <0.1% |
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 |
|---|---|---|---|---|---|
| JGD & ASSOCIATES, LLP | 95-3132551 | — | SERVICE PROVIDER | $13K | — |
