Michelle Darnell signed Alphia, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alphia, Inc.'s EIN is 93-0904319.
Download the official 2024 Form 5500 (PDF) for Alphia, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alphia, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $98K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $300 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $8.4M | 15.1% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $5.4M | 9.7% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $5.1M | 9.2% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $4.0M | 7.3% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $3.8M | 6.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.0M | 5.4% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $2.9M | 5.3% | |
| Participants* Notes receivable from participants (interest rates of 3.25% to 10.25%); maturing through 2051 | Bonds / Notes | — | — | $2.7M | 4.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $2.7M | $2.7M | 4.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.5M | 4.5% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $2.2M | 4.0% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.4% | |
| Vanguard Balanced Index Fund—Admiral | Common Collective Trusts | — | — | $1.8M | 3.2% | |
| RELIANCE METLIFE GAC SERIES 25053 C METLIFE STABLE VALUE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.1M | 2.0% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.1M | 2.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.0M | 1.8% | |
| Federated Hermes Kaufmann Small Cap R6 | Other securities | — | — | $951K | 1.7% | |
| Blackrock Total Return K | Other securities | — | — | $926K | 1.7% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $906K | 1.6% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $833K | 1.5% | |
| American Funds EuroPacific GR R6 | Mutual Funds | — | — | $704K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $615K | 1.1% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $534K | 1.0% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $396K | 0.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $313K | 0.6% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $259K | 0.5% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $227K | 0.4% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $195K | 0.4% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $117K | 0.2% | |
| Blackrock Strategic Income Opps K | Other securities | — | — | $17K | <0.1% | |
| Dreyfus Government Cash Management Instl—Forfeiture | Mutual Funds | — | — | $3K | <0.1% |
