Jennifer Bixler signed Alfwear, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alfwear, Inc.'s EIN is 87-0474045.
Download the official 2024 Form 5500 (PDF) for Alfwear, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alfwear, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $242 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITIONAL BROKER LLC |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.6M | 19.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.5M | 17.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.1M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.1M | 12.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $982K | 11.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $552K | 6.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $389K | 4.6% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $309K | 3.7% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $234K | 2.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $131K | 1.6% | |
| FIDELITY GLOBAL EX US INDEX | Mutual Funds | — | — | $97K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $83K | 1.0% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $75K | 0.9% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $62K | 0.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $56K | 0.7% | |
| PUTNAM GLOBAL TECHNOLOGY R6 | Mutual Funds | — | — | $48K | 0.6% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $46K | 0.5% | |
| MFS RESEARCH INTERNATIONAL R6 | Mutual Funds | — | — | $30K | 0.4% | |
| AMERICAN CENTURY FOCUSED DYNAMIC GR R6 | Other securities | — | — | $26K | 0.3% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | Other securities | — | — | $10K | 0.1% | |
| INVESCO SMALL CAP VALUE R6 | Mutual Funds | — | — | $8K | <0.1% | |
| (ii) Guaranteed investment contract * EI FIXED ACCOUNT - SERIES CLASS I | Stable Value | — | — | $6K | <0.1% | |
| MFS MID CAP GROWTH R6 | Mutual Funds | — | — | $6K | <0.1% | |
| T. ROWE PRICE MID-CAP VALUE I | Other securities | — | — | $4K | <0.1% | |
| PGIM US REAL ESTATE R6 | Other securities | — | — | $4K | <0.1% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DRAPER, UT |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | OTHER | $3K | — |
