Anna Lyons signed Alegeus Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alegeus Technologies, LLC's EIN is 90-0808825.
Download the official 2024 Form 5500 (PDF) for Alegeus Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alegeus Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $6K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $9.2M | 15.8% | |
| Fidelity Freedom Index 2040 B Fund " | Mutual Funds | — | — | $5.7M | 9.8% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $5.7M | 9.8% | |
| Fidelity Freedom Index 2035 B Fund " | Mutual Funds | — | — | $5.0M | 8.5% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $5.0M | 8.5% | |
| Fidelity Freedom Index 2045 B Fund " | Mutual Funds | — | — | $4.7M | 8.1% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $4.7M | 8.1% | |
| Fidelity Contrafund K6 Fund " | Mutual Funds | — | — | $4.5M | 7.8% | |
| Fidelity Freedom Index 2055 B Fund " | Mutual Funds | — | — | $4.4M | 7.6% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $4.4M | 7.6% | |
| Fidelity Freedom Index 2050 B Fund " | Mutual Funds | — | — | $4.1M | 7.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 004 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| Fidelity Freedom Index 2030 B Fund " | Mutual Funds | — | — | $2.8M | 4.9% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| Fidelity Freedom Index 2060 B Fund " | Mutual Funds | — | — | $2.7M | 4.7% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.7M | 4.7% | |
| Fidelity Freedom Index 2025 B Fund " | Mutual Funds | — | — | $2.4M | 4.1% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $2.0M | 3.5% | |
| MassMutual Select Mid Cap Growth I Fund " | Other securities | — | — | $1.4M | 2.4% | |
| Fidelity Freedom Index 2020 B Fund " | Mutual Funds | — | — | $1.3M | 2.2% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| Principal Equity Income Institutional Fund " | Other securities | — | — | $1.2M | 2.1% | |
| Janus Henderson Triton N Fund " | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $768K | 1.3% | |
| John Hancock Funds Disciplined Value Mid Cap R6 Fund " | Other securities | — | — | $718K | 1.2% | |
| Fidelity Freedom Index 2065 B Fund " | Mutual Funds | — | — | $634K | 1.1% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $634K | 1.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $561K | 1.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $509K | 0.9% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $494K | 0.9% | |
| American Funds EuroPacific Growth R6 Fund " | Mutual Funds | — | — | $331K | 0.6% | |
| Fidelity Freedom Index Income B Fund " | Mutual Funds | — | — | $286K | 0.5% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $286K | 0.5% | |
| American Beacon Small Cap Value R5 Fund " | Other securities | — | — | $260K | 0.4% | |
| Fidelity Freedom Index 2015 B Fund " | Mutual Funds | — | — | $240K | 0.4% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $240K | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $199K | 0.3% | |
| PIMCO Income Institutional Fund Mutual fund | Mutual Funds | — | — | $171K | 0.3% | |
| Fidelity Short-Term Bond Index Fund " | Common Collective Trusts | — | — | $115K | 0.2% | |
| Invesco Developing Markets R6 Fund " | Mutual Funds | — | — | $64K | 0.1% | |
| PIMCO All Asset Institutional Fund " | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
