John Kniep signed Aldea Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aldea Inc.'s EIN is 94-2159248.
Download the official 2024 Form 5500 (PDF) for Aldea Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aldea Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | 13-1614399 | — | NONE | $167 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.1M | 90.7% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $819K | 10.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $758K | 9.6% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $723K | 9.2% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $634K | 8.0% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $571K | 7.2% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $534K | 6.8% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $493K | 6.3% | |
| AUL Stable Value Account | Stable Value | — | — | $443K | 5.6% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $419K | 5.3% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $386K | 4.9% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $286K | 3.6% | |
| Vanguard Equity-Income Fund Admiral Fund | Mutual Funds | — | — | $226K | 2.9% | |
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $225K | 2.8% | |
| MFS Intl Growth R6 | Mutual Funds | — | — | $219K | 2.8% | |
| DFA Investment Fund Grade I Fund | Mutual Funds | — | — | $185K | 2.4% | |
| Amercent Ultra R6 | Other securities | — | — | $176K | 2.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $156K | 2.0% | |
| Vanguard Explorer Fund Admiral Fund | Mutual Funds | — | — | $141K | 1.8% | |
| DFA US Targeted Val I | Mutual Funds | — | — | $87K | 1.1% | |
| Victory Sycamore Established Value Fund R6 Fund | Other securities | — | — | $66K | 0.8% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $56K | 0.7% | |
| Vanguard Mid Cap Index Fund Admiral Fund | Common Collective Trusts | — | — | $56K | 0.7% | |
| T. Rowe Price Blue Chip Growth Portfolio Fund | Other securities | — | — | $55K | 0.7% | |
| American Century VP Capital Appreciation Fund | Other securities | — | — | $48K | 0.6% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $44K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $41K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral Fund | Common Collective Trusts | — | — | $36K | 0.5% | |
| Calvert US Large-Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $33K | 0.4% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $30K | 0.4% | |
| Mutual of America Interest Accumulation | Other securities | — | — | $29K | 0.4% | |
| Mutual of America Balanced Fund | Other securities | — | — | $20K | 0.3% | |
| Fidelity VIP Contrafund Portfolio Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard VIF Real Estate Index Portfolio Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Mutual of America All America Fund | Other securities | — | — | $17K | 0.2% | |
| DWS Capital Growth VIP Fund | Other securities | — | — | $13K | 0.2% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | — | $9K | 0.1% | |
| Cohen Steers Real Est Sec Z | Other securities | — | — | $8K | <0.1% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard VIF International Portfolio Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM High-Yield Q Fund | Other securities | — | — | $3K | <0.1% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $3K | <0.1% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $2K | <0.1% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $916 | <0.1% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $775 | <0.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $551 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
