Scott Bevan signed ALTO Experience, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALTO Experience, Inc.'s EIN is 82-5270890.
Download the official 2024 Form 5500 (PDF) for ALTO Experience, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALTO Experience, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $409K | 26.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $298K | 18.9% | |
| PIMCO StocksPLUS International | Mutual Funds | — | — | $156K | 9.9% | |
| American Funds AF 2050 Target Date | Mutual Funds | — | — | $132K | 8.4% | |
| American Funds AF Bond Fund of America | Mutual Funds | — | — | $102K | 6.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $85K | 5.4% | |
| American Funds AF New World Fund Class R-6 | Mutual Funds | — | — | $76K | 4.8% | |
| American Funds AF 2055 Target Date | Mutual Funds | — | — | $62K | 4.0% | |
| American Funds AF 2060 Target Date | Mutual Funds | — | — | $59K | 3.7% | |
| ** Empower EI Fixed Account | Insurance Contracts | — | — | $52K | 3.3% | |
| American Funds AF American Mutual R-6 | Mutual Funds | — | — | $48K | 3.1% | |
| Brandywine Global Corporate Credit | Other securities | — | — | $33K | 2.1% | |
| American Funds AF 2030 Target Date | Mutual Funds | — | — | $25K | 1.6% | |
| Franklin Emerging Market Debt Opportunity | Mutual Funds | — | — | $20K | 1.3% | |
| American Funds AF 2065 Target Date | Mutual Funds | — | — | $17K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
