Gennaro Cicalese signed Alternative Services - Oregon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alternative Services - Oregon, Inc.'s EIN is 93-1014288.
Download the official 2024 Form 5500 (PDF) for Alternative Services - Oregon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alternative Services - Oregon, Inc.'s plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | NONE | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab | Mutual Funds | — | — | $959K | 30.1% | |
| Charles Schwab | Mutual Funds | — | — | $625K | 19.6% | |
| Charles Schwab | Mutual Funds | — | — | $295K | 9.2% | |
| Charles Schwab | Mutual Funds | — | — | $200K | 6.3% | |
| Charles Schwab | Mutual Funds | — | $187K | $187K | 5.9% | |
| Charles Schwab | Mutual Funds | — | — | $159K | 5.0% | |
| Charles Schwab | Mutual Funds | — | — | $151K | 4.7% | |
| Charles Schwab | Mutual Funds | — | — | $129K | 4.1% | |
| Charles Schwab | Mutual Funds | — | — | $94K | 2.9% | |
| Note receivable from participants | Other securities | — | — | $83K | 2.6% | |
| Charles Schwab | Mutual Funds | — | — | $72K | 2.3% | |
| Charles Schwab | Mutual Funds | — | — | $55K | 1.7% | |
| Charles Schwab | Mutual Funds | — | — | $14K | 0.4% | |
| Charles Schwab | Mutual Funds | — | — | $4K | 0.1% | |
| Charles Schwab | Mutual Funds | — | — | $3K | <0.1% | |
| Charles Schwab | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
