Matthew Smith signed ALS Education, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALS Education, LLC's EIN is 84-3952335.
Download the official 2024 Form 5500 (PDF) for ALS Education, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALS Education, LLC'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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $4.8M | 47.3% | |
| [Assets held in pooled separate account] | Other | — | — | $2.1M | 20.8% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.1M | 20.8% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.0M | 19.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.6M | 15.5% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.3M | 13.0% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $645K | 6.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $584K | 5.7% | |
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $541K | 5.3% | |
| [Assets held in participant loans] | Other | — | — | $162K | 1.6% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $82K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $72K | 0.7% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $4K | <0.1% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $144 | <0.1% |
