Todd Dorsey signed PTC Alliance LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PTC Alliance LLC's EIN is 85-0943754.
Download the official 2024 Form 5500 (PDF) for PTC Alliance LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PTC Alliance 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL HOLDINGS, INC | 04-3046611 | — | INVESTMENT ADVISORY | $26K | — |
| LPL FINANCIAL | 95-2834236 |
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 | |||||
|---|---|---|---|---|---|---|
| Target Retirement 2030 Inv N/R | Other securities | — | — | $8.9M | 15.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $6.6M | 11.7% | |
| Target Retirement 2040 Inv N/R | Other securities | — | — | $6.5M | 11.4% | |
| Goldman Sachs Large Cap Growth Insight N/R | Other securities | — | — | $6.3M | 11.2% | |
| 500 Index Fund N/R | Common Collective Trusts | — | — | $5.3M | 9.3% | |
| Target Retirement 2050 Inv N/R | Other securities | — | — | $3.5M | 6.2% | |
| American Century Mid Cap Value N/R | Other securities | — | — | $2.2M | 4.0% | |
| Vanguard Windsor II Fund N/R | Mutual Funds | — | — | $1.9M | 3.4% | |
| T Rowe Price Overseas Stock N/R | Mutual Funds | — | — | $1.6M | 2.7% | |
| Target Retirement 2035 Inv N/R | Other securities | — | — | $1.4M | 2.5% | |
| Target Retirement 2025 Inv N/R | Other securities | — | — | $1.4M | 2.4% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $1.3M | 2.3% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 N/R | Common Stocks | — | — | $1.2M | 2.2% | |
| Target Retirement 2020 Inv N/R | Other securities | — | — | $1.2M | 2.1% | |
| Notes receivable from participants 4.25% – 10.50% (interest rates with varying maturity dates) $ - | Bonds / Notes | — | — | $1.1M | 2.0% | |
| Federated Securities Corporation Total Return Bond N/R | Common Stocks | — | — | $1.1M | 1.9% | |
| Janus International Holding, LLC Venture Fund N/R | Mutual Funds | — | — | $931K | 1.6% | |
| Target Retirement 2045 Inv N/R | Other securities | — | — | $810K | 1.4% | |
| Target Retirement 2060 Inv N/R | Other securities | — | — | $781K | 1.4% | |
| Small Cap Index N/R | Other securities | — | — | $699K | 1.2% | |
| Target Retirement 2055 Inv N/R | Other securities | — | — | $661K | 1.2% | |
| Target Retirement Fund N/R | Other securities | — | — | $263K | 0.5% | |
| Target Retirement 2065 Inv N/R | Other securities | — | — | $256K | 0.5% | |
| PGIM High Yield N/R | Other securities | — | — | $255K | 0.4% | |
| SEI Trust Company Allspring Spec Sm Cp Value R6 N/R | Common Stocks | — | — | $174K | 0.3% | |
| PIMCO International Bond USD HGD - INS N/R | Mutual Funds | — | — | $116K | 0.2% | |
| American Funds New World Fund N/R | Mutual Funds | — | — | $93K | 0.2% | |
| Target Retirement 2070 Inv N/R | Other securities | — | — | $56K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $9K |
| — |
