Sheri Pantermuehl signed ALAN Ritchey, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALAN Ritchey, Inc.'s EIN is 75-1623377.
Download the official 2024 Form 5500 (PDF) for ALAN Ritchey, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALAN Ritchey, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $4.2M | $5.8M | 26.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $5.0M | $5.0M | 22.8% | |
| AMERICAN GROWTH FUND R6 MUTUAL FUNDS | Other securities | — | $1.6M | $2.1M | 9.7% | |
| PIONEER BOND FD CL K MUTUAL FUNDS | Other securities | — | $1.7M | $1.7M | 7.7% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | Mutual Funds | — | $1.3M | $1.3M | 5.9% | |
| VANGUARD GLOBAL EQTY FD CL INV MUTUAL FUNDS | Mutual Funds | — | $1.0M | $1.1M | 5.2% | |
| VICTORY SYCAMORE ESTABLISHD R6 MUTUAL FUNDS | Other securities | — | $1.1M | $1.1M | 5.0% | |
| JANUS HENDERSON ENTERPRISE N MUTUAL FUNDS | Mutual Funds | — | $911K | $968K | 4.5% | |
| INVESCO EQTY AND INCOME CL R6 MUTUAL FUNDS | Mutual Funds | — | $802K | $808K | 3.7% | |
| JANUS HENDERSON GLOBAL EQITY N MUTUAL FUNDS | Mutual Funds | — | $385K | $375K | 1.7% | |
| AMERICAN HIGH INCOME MUTUAL FUNDS | Other securities | — | $350K | $366K | 1.7% | |
| ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS | Common Collective Trusts | — | $317K | $338K | 1.6% | |
| JP MORGAN EQUITY INCOME FD R6 MUTUAL FUNDS | Other securities | — | $326K | $333K | 1.5% | |
| LOAN FUND LOANS | Other securities | — | $230K | $230K | 1.1% | |
| BLACKROCK GLOBAL ALLOCATION K MUTUAL FUNDS | Other securities | — | $216K | $221K | 1.0% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $1K | $1K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
