JOSH ZIK signed Aljsco Management LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aljsco Management LLC.'s EIN is 82-3603886.
Download the official 2024 Form 5500 (PDF) for Aljsco Management LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aljsco Management LLC.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. | — | BLOOMINGTON, IN | NONE | $31K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amer Century One Chc Blnd+ 2025 R6 Mutual fund | Other securities | — | — | $3.3M | 21.3% | |
| Amer Century One Chc Blnd+ 2030 R6 Mutual fund | Other securities | — | — | $2.5M | 16.0% | |
| Amer Century One Chc Blnd+ 2035 R6 Mutual fund | Other securities | — | — | $1.3M | 8.4% | |
| PIMCO Stable Income Fund Class 3 Mutual fund | Mutual Funds | — | — | $1.1M | 7.2% | |
| Amer Century One Chc Blnd+ 2040 R6 Mutual fund | Other securities | — | — | $1.1M | 6.9% | |
| Amer Century One Chc Blnd+ 2050 R6 Mutual fund | Other securities | — | — | $900K | 5.8% | |
| Amer Century One Chc Blnd+ 2045 R6 Mutual fund | Other securities | — | — | $864K | 5.6% | |
| Amer Century One Chc Blnd+ 2020 R6 Mutual fund | Other securities | — | — | $837K | 5.4% | |
| JP Morgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $599K | 3.9% | |
| Fidelity Small Cap Index Instl Prem Mutual fund | Mutual Funds | — | — | $588K | 3.8% | |
| Amer Century One Chc Blnd+ 2055 R6 Mutual fund | Other securities | — | — | $427K | 2.8% | |
| Fidelity 500 Index Institutional Prem Mutual fund | Common Collective Trusts | — | — | $328K | 2.1% | |
| Amer Century One Chc Blnd+ 2015 R6 Mutual fund | Other securities | — | — | $281K | 1.8% | |
| Fidelity Mid Cap Index Instl Prem Mutual fund | Mutual Funds | — | — | $270K | 1.8% | |
| Amer Century One Chc Blnd+ 2060 R6 Mutual fund | Other securities | — | — | $244K | 1.6% | |
| Pimco Diversified Inc Instl Mutual fund | Mutual Funds | — | — | $235K | 1.5% | |
| Dodge & Cox Income C1 I Mutual fund | Mutual Funds | — | — | $228K | 1.5% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $161K | 1.0% | |
| Amer Century One Chc Blnd+ 2065 R6 Mutual fund | Other securities | — | — | $79K | 0.5% | |
| persons who indirectly or directly received $5,000 or more in compensation during the Plan year for services | Other securities | — | — | $5K | <0.1% | |
| Vanguard Windsor II Admiral Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
