ROD Streets signed Alterman Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alterman Group, Inc.'s EIN is 74-2316654.
Download the official 2024 Form 5500 (PDF) for Alterman Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alterman Group, Inc.'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 | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amer Fds Inc Fd of Amer R6 Fd | Common Stocks | — | $0 | $7.7M | 27.4% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.5M | 9.0% | |
| AB US LG CP GR CIT W SRS C MSG GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.0M | 7.3% | |
| PIMCO All Asset All Auth I Fd | Mutual Funds | — | $0 | $2.0M | 7.3% | |
| Am Fnd Inv Com Of Am R6 Fund | Common Stocks | — | $0 | $1.3M | 4.7% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $1.3M | 4.6% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $1.2M | 4.1% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $991K | 3.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $978K | 3.5% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $878K | 3.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $824K | 2.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $820K | 2.9% | |
| Gold Sachs Mid Cap Growth I Fd | Other securities | — | $0 | $749K | 2.7% | |
| Participant Loans | Participant loans | — | $0 | $731K | 2.6% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | $0 | $686K | 2.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $669K | 2.4% | |
| Invesco Small Cap Value Y Fund | Mutual Funds | — | $0 | $653K | 2.3% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $637K | 2.3% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $579K | 2.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $504K | 1.8% | |
| Goldman Sachs GQG Prt Int O R6 | Other securities | — | $0 | $484K | 1.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $416K | 1.5% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $358K | 1.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $355K | 1.3% | |
| Pioneer Strategic Inc Y Fund | Common Stocks | — | $0 | $295K | 1.1% | |
| Western Asset Cr Pls Bd IS Fd | Other securities | — | $0 | $255K | 0.9% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $38K | 0.1% | |
| Cohen & Steers Re Est Sec I Fd | Other securities | — | $0 | $30K | 0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $27K | <0.1% | |
| BlackRock Eq Dividend I Fund | Other securities | — | $0 | $23K | <0.1% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | Other securities | — | $0 | $9K | <0.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $556 | <0.1% | |
| AB US Lg Cp Gr CIT W Srs C MSG | Common Collective Trusts | — | $0 | $301 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
