The Alliance Group's EIN is 91-1858530.
Download the official 2025 Form 5500 (PDF) for The Alliance Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)The Alliance Group's plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH PLAN INVESTMENT MGT LLC | 85-4122522 | — | INVESTMENT ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233389 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233348 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233349 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233350 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233351 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233352 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233353 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233354 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233355 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233356 / PN 000 | Pooled Separate Account | $0 | — |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233357 / PN 000 | Pooled Separate Account | $0 | — |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233358 / PN 000 | Pooled Separate Account | $0 | — |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233359 / PN 000 | Pooled Separate Account | $0 | — |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK USA · EIN 01-0233360 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233347 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233362 / PN 000 | Pooled Separate Account | $0 | — |
| DFA REAL ESTATE SECURITIES JOHN HANCOCK USA · EIN 01-0233363 / PN 000 | Pooled Separate Account | $0 | — |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233364 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK USA · EIN 01-0233365 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233366 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN GROWTH FUND JOHN HANCOCK USA · EIN 01-0233367 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO DISCOVERY MID CAP GROW JOHN HANCOCK USA · EIN 01-0233368 / PN 000 | Pooled Separate Account | $0 | — |
| ISHARES GOLD TRUST ETF JOHN HANCOCK USA · EIN 01-0233369 / PN 000 | Pooled Separate Account | $0 | — |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233370 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK USA · EIN 01-0233371 / PN 000 | Pooled Separate Account | $0 | — |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233372 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233373 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233374 / PN 000 | Pooled Separate Account | $0 | — |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK USA · EIN 01-0233375 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233376 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233377 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233378 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233379 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233380 / PN 000 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233381 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233382 / PN 000 | Pooled Separate Account | $0 | — |
| HARTFORD INTERNATIONAL OPPOR JOHN HANCOCK USA · EIN 01-0233383 / PN 000 | Pooled Separate Account | $0 | — |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK USA · EIN 01-0233384 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233385 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233386 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE DIVIDEND GROWTH JOHN HANCOCK USA · EIN 01-0233387 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK USA · EIN 01-0233388 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233402 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233390 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233391 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233392 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK INFRASTRUCTURE JOHN HANCOCK USA · EIN 01-0233393 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO ALL ASSET JOHN HANCOCK USA · EIN 01-0233394 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233395 / PN 000 | Pooled Separate Account | $0 | — |
