Stephanie Churchill signed Alternatives, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alternatives, Inc.'s EIN is 81-0382745.
Download the official 2023 Form 5500 (PDF) for Alternatives, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alternatives, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE WEALTH MANAGEMENT | — | BILLINGS, MT | INVESTMENT ADVISORY | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price Retirement 2020 I n/a | Other securities | — | — | $599K | 12.4% | |
| T.Rowe Price Retirement 2035 I n/a | Other securities | — | — | $560K | 11.6% | |
| T.Rowe Price Retirement 2045 I n/a | Other securities | — | — | $472K | 9.8% | |
| T.Rowe Price Retirement 2040 I n/a | Other securities | — | — | $456K | 9.4% | |
| T.Rowe Price Retirement 2030 I n/a | Other securities | — | — | $381K | 7.9% | |
| Empower Key Guaranteed Portfolio n/a | Other securities | — | — | $368K | 7.6% | |
| T.Rowe Price Retirement 2050 I n/a | Other securities | — | — | $344K | 7.1% | |
| T.Rowe Price Retirement 2025 I n/a | Other securities | — | — | $318K | 6.6% | |
| JP Morgan Large Cap Growth n/a | Other securities | — | — | $300K | 6.2% | |
| T.Rowe Price Retirement 2055 I n/a | Other securities | — | — | $223K | 4.6% | |
| Vanguard 500 Index n/a | Common Collective Trusts | — | — | $140K | 2.9% | |
| Vanguard Total International Stock Index n/a 706 * Participant loans Interest rates 4.25-9.50% -0- | Mutual Funds | — | — | $122K | 2.5% | |
| Vanguard Small Cap Index n/a | Mutual Funds | — | — | $91K | 1.9% | |
| JP Morgan Equity Income n/a | Other securities | — | — | $80K | 1.6% | |
| T.Rowe Price Retirement 2060 I n/a | Other securities | — | — | $46K | 0.9% | |
| T.Rowe Price Retirement 2065 I n/a | Other securities | — | — | $30K | 0.6% | |
| Federated Hermes Institutional High Yield Bond n/a 386 Hartford International Opportunities n/a | Other securities | — | — | $29K | 0.6% | |
| T.Rowe Price Retirement 2015 I n/a | Other securities | — | — | $13K | 0.3% | |
| DFA Global Real Estate Securities n/a 476 Dodge & Cox Income X n/a | Mutual Funds | — | — | $11K | 0.2% | |
| DFA Emerging Markets n/a | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Inflation-Protected Securities n/a 350 Vanguard Mid Cap Index n/a | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Total Bond Market Index n/a | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
