Andrea Fritz signed Alivia Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alivia Care, Inc.'s EIN is 84-4695341.
Download the official 2024 Form 5500 (PDF) for Alivia Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alivia Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERSON FINANCIAL PARTNERS, INC. | 56-2325169 | — | INVESTMENT MANAGEMENT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Clearbridge Large Cap Growth A | Other securities | — | — | $6.6M | 13.9% | |
| Transamerica iShares S&P 500 Index | Common Collective Trusts | — | — | $5.7M | 12.0% | |
| Transamerica Fidelity Advisor Balanced Fund Class Z | Mutual Funds | — | — | $4.0M | 8.5% | |
| Transamerica American Funds Washington Mutual R6 | Mutual Funds | — | — | $3.2M | 6.8% | |
| Transamerica iShares MSCI EAFE International Index A | Other securities | — | — | $3.0M | 6.3% | |
| Transamerica Western Asset Core Plus | Other securities | — | — | $2.7M | 5.7% | |
| Transamerica JHancock Bond R2 | Other securities | — | — | $2.7M | 5.7% | |
| Transamerica MFS International Growth A | Mutual Funds | — | — | $2.3M | 4.8% | |
| Transamerica Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $2.2M | 4.7% | |
| Transamerica AllSpring Real Return A | Other securities | — | — | $2.1M | 4.5% | |
| Transamerica PIMCO High Yield Instl | Mutual Funds | — | — | $1.6M | 3.4% | |
| Transamerica Macquarie Systematic Emerging Markets Eqty Y | Other securities | — | — | $1.4M | 2.9% | |
| Transamerica Columbia Small Cap Index A | Other securities | — | — | $1.3M | 2.8% | |
| Transamerica Virtus KAR Small Cap Growth A | Other securities | — | — | $1.3M | 2.7% | |
| Transamerica Pioneer Select Mid Cap | Other securities | — | — | $1.2M | 2.6% | |
| Transamerica Columbia Mid Cap Index A | Other securities | — | — | $1.1M | 2.4% | |
| Transamerica Franklin Small Cap Value R6 | Mutual Funds | — | — | $941K | 2.0% | |
| Transamerica AllSpring Special Mid Cap Value A | Other securities | — | — | $863K | 1.8% | |
| Transamerica Nuveen Real Estate Securities Class A | Mutual Funds | — | — | $760K | 1.6% | |
| unless for the purchase of principal residence, maturing through 2029, excludes inactive loans. - | Other securities | — | — | $490K | 1.0% | |
| Group Annuity Contracts, at Contract Value ** VALIC Fixed Account Plus | Common Stocks | — | — | $434K | 0.9% | |
| Transamerica Blackrock Liquidity T-Fund Premier | Other securities | — | — | $292K | 0.6% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $158K | 0.3% | |
| VALIC Nasdaq-100(R) Index Fund | Common Collective Trusts | — | — | $129K | 0.3% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $120K | 0.3% | |
| VALIC Mid Cap Strategic Gwth | Other securities | — | — | $101K | 0.2% | |
| Vanguard Windsor II | Mutual Funds | — | — | $56K | 0.1% | |
| VALIC Goldman Sachs VIT Government Money Market | Cash / Money Market | — | — | $54K | 0.1% | |
| VALIC Science & Technology Fund | Other securities | — | — | $53K | 0.1% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $52K | 0.1% | |
| VALIC Small Cap Special Value Fund | Other securities | — | — | $42K | <0.1% | |
| VALIC Capital Appreciation Fund 989 Vanguard Wellington Fund Inc | Mutual Funds | — | — | $40K | <0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $37K | <0.1% | |
| VALIC High Yield Bond Fund | Other securities | — | — | $32K | <0.1% | |
| VALIC International Value Fund | Other securities | — | — | $27K | <0.1% | |
| VALIC Systematic Core Fund 38 ** VALIC Systematic Growth Fund | Other securities | — | — | $22K | <0.1% | |
| VALIC Core Bond Fund | Other securities | — | — | $8K | <0.1% | |
| VALIC International Equities Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| VALIC Systematic Value | Other securities | — | — | $6K | <0.1% | |
| s, at Fair Value Ariel Appreciation Fund | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| VALIC Large Capital Growth | Other securities | — | — | $5K | <0.1% | |
| VALIC Dividend Value 173 ** VALIC Emerging Economies | Other securities | — | — | $4K | <0.1% | |
| VALIC Global Real Estate Fund 978 ** VALIC Global Strategy | Other securities | — | — | $4K | <0.1% | |
| VALIC Inflation Protected Fund | Other securities | — | — | $3K | <0.1% | |
| VALIC US Socially Responsible Fund | Other securities | — | — | $3K | <0.1% | |
| VALIC Small Cap Value Fund | Other securities | — | — | $2K | <0.1% | |
| VALIC International Socially Responsible Fund | Other securities | — | — | $2K | <0.1% | |
| VALIC International Opportunities | Other securities | — | — | $2K | <0.1% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | AUDITOR | $19K | — |
