Joseph Casias signed ALAN Plummer Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALAN Plummer Associates, Inc.'s EIN is 75-1595621.
Download the official 2024 Form 5500 (PDF) for ALAN Plummer Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALAN Plummer Associates, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra fund Mutual fund | Mutual Funds | — | — | $5.2M | 15.3% | |
| Fidelity Growth Company Fund Mutual fund | Mutual Funds | — | — | $3.6M | 10.5% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.3M | 9.7% | |
| J.P. Morgan SmartRetirement Blend 2050 Fund Mutual fund | Other securities | — | — | $2.4M | 7.0% | |
| J.P. Morgan SmartRetirement Blend 2055 Fund Mutual fund | Other securities | — | — | $2.2M | 6.4% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 5.5% | |
| Fidelity Balanced Fund Mutual fund | Mutual Funds | — | — | $1.8M | 5.4% | |
| Putnam Large Cap Value Mutual fund | Mutual Funds | — | — | $1.7M | 4.9% | |
| J.P. Morgan SmartRetirement Blend 2040 Fund Mutual fund | Other securities | — | — | $1.6M | 4.8% | |
| J.P. Morgan SmartRetirement Blend 2045 Fund Mutual fund | Other securities | — | — | $1.2M | 3.6% | |
| Victory Estb Value A Fund Mutual fund | Other securities | — | — | $1.2M | 3.5% | |
| Janus Enterprise T Fund Mutual fund | Mutual Funds | — | — | $1.1M | 3.4% | |
| J.P. Morgan SmartRetirement Blend 2060 Fund Mutual fund | Other securities | — | — | $894K | 2.6% | |
| J.P. Morgan SmartRetirement Blend 2035 Fund Mutual fund | Other securities | — | — | $875K | 2.6% | |
| J.P. Morgan SmartRetirement Blend 2030 Fund Mutual fund | Other securities | — | — | $747K | 2.2% | |
| Fidelity Capital & Income Fund Mutual fund | Mutual Funds | — | — | $652K | 1.9% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $606K | 1.8% | |
| JPMorgan Core Bond Fund Mutual fund | Other securities | — | — | $504K | 1.5% | |
| ClearBridge Small Cap Growth Mutual fund | Other securities | — | — | $467K | 1.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $427K | 1.3% | |
| Fidelity External Market Index Fund Mutual fund | Common Collective Trusts | — | — | $421K | 1.2% | |
| American Funds EuroPacific Growth Fund Mutual fund | Mutual Funds | — | — | $363K | 1.1% | |
| Invesco Developing Markets Fund Mutual fund | Mutual Funds | — | — | $272K | 0.8% | |
| Neuberger Berman Real Estate Trust Mutual fund | Other securities | — | — | $125K | 0.4% | |
| J.P. Morgan SmartRetirement Blend 2020 Fund Mutual fund | Other securities | — | — | $117K | 0.3% | |
| J.P. Morgan SmartRetirement Blend 2025 Fund Mutual fund | Other securities | — | — | $101K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $73K | 0.2% | |
| J.P. Morgan SmartRetirement Blend Income Fund Mutual fund | Other securities | — | — | $57K | 0.2% | |
| Fidelity Government Money Market Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $11K |
| — |
