Brett Knorr signed Alpine Pediatrics, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpine Pediatrics, P.C.'s EIN is 87-0546501.
Download the official 2024 Form 5500 (PDF) for Alpine Pediatrics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpine Pediatrics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | GREAT BEND, KS | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRENT MOORE | — | SALT LAKE CITY, UT | INVESTMENT ADVISOR | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Common Stocks | Common Stocks | — | — | $6.9M | 26.3% | |
| Spectrum Moderate Growth Allocation Fund Mutual Funds | Other securities | — | — | $2.8M | 10.6% | |
| Schwab PCRA Mutual Funds | Self-Directed Brokerage | — | — | $2.0M | 7.5% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | Common Collective Trusts | — | — | $1.7M | 6.4% | |
| T. Rowe Price Blue Chip Growth Mutual Funds | Other securities | — | — | $1.1M | 4.2% | |
| Oakmark Investor Mutual Funds | Other securities | — | — | $863K | 3.3% | |
| Spectrum Moderate Allocation Fund Mutual Funds | Other securities | — | — | $830K | 3.2% | |
| Fidelity Government Cash Reserves Money Market | Mutual Funds | — | — | $806K | 3.1% | |
| Oakmark Advisor Mutual Funds | Other securities | — | — | $552K | 2.1% | |
| Cliffwater Corp Landing Mutual Funds | Common Stocks | — | — | $475K | 1.8% | |
| Edgewood Growth Instl Mutual Funds | Other securities | — | — | $455K | 1.7% | |
| Cliffwater Enhanced Lend Mutual Funds | Other securities | — | — | $432K | 1.7% | |
| Ishares Core S&P 500 Exchange Traded Fund | Common Collective Trusts | — | — | $369K | 1.4% | |
| Vanguard Small Cap Index Admiral Mutual Funds | Mutual Funds | — | — | $295K | 1.1% | |
| Cohen & Steers Realty Shares Mutual Funds | Other securities | — | — | $261K | 1.0% | |
| Cascade Private Capital Fund Mutual Funds | Other securities | — | — | $258K | 1.0% | |
| Carillon Eagle Mid Cap Growth Mutual Funds | Other securities | — | — | $255K | 1.0% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Funds | Common Collective Trusts | — | — | $246K | 0.9% | |
| Grandeur Peak Global Stalwarts Mutual Funds | Other securities | — | — | $226K | 0.9% | |
| Wasatch Small Cap Growth Fund Inst Mutual Funds | Other securities | — | — | $204K | 0.8% | |
| BBVA Global Sec Bv Bond | Other securities | — | — | $194K | 0.7% | |
| Vanguard International Growth Fund Mutual Funds | Mutual Funds | — | — | $193K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | Mutual Funds | — | — | $189K | 0.7% | |
| Ishares lbonds Dec 2026 Term Exchange Traded Fund | Other securities | — | — | $189K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Funds | Mutual Funds | — | — | $170K | 0.6% | |
| JP Morgan Chase Finl Co LLC Bond | Common Stocks | — | — | $155K | 0.6% | |
| Ishares lbonds Dec 2025 Term Exchange Traded Fund | Other securities | — | — | $142K | 0.5% | |
| American Funds Europacific GR Mutual Funds | Mutual Funds | — | — | $135K | 0.5% | |
| Hartford Schroders Emerging Markets Mutual Funds | Other securities | — | — | $126K | 0.5% | |
| Wasatch Small Cap Value Mutual Funds | Other securities | — | — | $125K | 0.5% | |
| Dodge & Cox Income Fund X Mutual Funds | Mutual Funds | — | — | $122K | 0.5% | |
| Schwab Fundamental Em L/C Exchange Traded Fund | Mutual Funds | — | — | $109K | 0.4% | |
| Artisan Mid Cap Mutual Funds | Other securities | — | — | $106K | 0.4% | |
| Invesco QQQ TR Unit Exchange Traded Fund | Mutual Funds | — | — | $102K | 0.4% | |
| Ishares S&P 500 Growth EFT Exchange Traded Fund | Common Collective Trusts | — | — | $100K | 0.4% | |
| Ishares MSCI India ETF Exchange Traded Fund | Other securities | — | — | $98K | 0.4% | |
| Ishares MSCI USA Momentum Exchange Traded Fund | Other securities | — | — | $98K | 0.4% | |
| Wasatch Small Cap Growth Investor Mutual Funds | Other securities | — | — | $96K | 0.4% | |
| Ishares S&P 500 Value EFT Exchange Traded Fund | Common Collective Trusts | — | — | $93K | 0.4% | |
| Conversus Stepstone Mutual Funds | Other securities | — | — | $86K | 0.3% | |
| Pacer US Small Cap Cash Cows Exchange Traded Fund | Cash / Money Market | — | — | $79K | 0.3% | |
| Ishares iBoxx Investment Grade Exchange Traded Fund | Other securities | — | — | $79K | 0.3% | |
| Bluerock Total Income Real Estate Mutual Funds | Other securities | — | — | $78K | 0.3% | |
| Undiscovered Managers Behavioral Val Mutual Funds | Other securities | — | — | $72K | 0.3% | |
| BlackRock Liq Fds Cash Rv Money Market | Cash / Money Market | — | — | $65K | 0.2% | |
| Fidelity Money Market Premium Class Money Market | Mutual Funds | — | — | $62K | 0.2% | |
| Ishares Trust lBonds Dec 2027 Term Corp Exchange Traded Fund | Common Stocks | — | — | $62K | 0.2% | |
| Vanguard Emerging Mkts Stock Inx Adm Mutual Funds | Mutual Funds | — | — | $61K | 0.2% | |
| Fidelity Emerging Markets Mutual Funds | Mutual Funds | — | — | $57K | 0.2% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | Mutual Funds | — | — | $56K | 0.2% |
