Melissa Malone-Montgomery signed Options for All, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Options for All, Incorporated's EIN is 83-0471805.
Download the official 2023 Form 5500 (PDF) for Options for All, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Options for All, Incorporated's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| STOCK INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| GS VIT GOV MONEY MKT FD VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $4K | 0.1% |
| VC I CAPITAL APPRECIATION VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| MID CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| SMALL CAP GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTL EQUITIES INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTERNATIONAL GROWTH FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| VANGUARD WINDSOR II VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| INTERNATIONAL VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| EMERGING ECONOMIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| INTL OPPORTUNITIES VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| US SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $998 | <0.1% |
| MID CAP STRATEGIC GROWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $953 | <0.1% |
| CORE BOND FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $638 | <0.1% |
| SMALL CAP INDEX FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $478 | <0.1% |
| INTL SOCIALLY RESPONSIBLE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $477 | <0.1% |
| GLOBAL REAL ESTATE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $475 | <0.1% |
| MID CAP VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $470 | <0.1% |
| LARGE CAPITAL GROWTH VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $328 | <0.1% |
| INVESCO BAL RISK COMMOD STR VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $326 | <0.1% |
| SMALL CAP VALUE FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INFLATION PROTECTED FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | $0 | <0.1% |
