Steven Thomas signed Alpha Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alpha Operations, LLC's EIN is 88-1552886.
Download the official 2024 Form 5500 (PDF) for Alpha Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alpha Operations, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INSURNACE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $85K | 18.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $67K | 14.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $59K | 12.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $56K | 12.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $47K | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $39K | 8.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $21K | 4.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19K | 4.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $19K | 4.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $11K | 2.3% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $8K | 1.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5K | 1.0% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | — | $4K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3K | 0.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | 0.5% | |
| PRINCIPAL LARGE CAP GROWTH SEP ACCT | Pooled Separate Accounts | — | — | $2K | 0.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 066 | Pooled Separate Account | — | — | $2K | 0.4% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $1K | 0.3% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $1K | 0.3% | |
| T. ROWE PRICE INT US SMALL GROWTH EQUITY I | Other securities | — | — | $1K | 0.3% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $1K | 0.3% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | — | $1K | 0.3% | |
| AMERICAN FUNDS CAP WORLD BD R6 | Mutual Funds | — | — | $1K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $884 | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
