Darrell C. Packard signed Associated Lighting Representatives, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Lighting Representatives, Inc.'s EIN is 94-2176054.
Download the official 2023 Form 5500 (PDF) for Associated Lighting Representatives, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Associated Lighting Representatives, Inc.'s plan includes an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Associated Lighting Representatives, Inc. Common Stock | Common Stocks | — | $3.3M | $60.1M | 65.3% | |
| US Treasury | U.S. Treasuries | — | $5.2M | $5.2M | 5.6% | |
| Vanguard S&P 500 | Common Collective Trusts | — | $2.5M | $4.8M | 5.3% | |
| Capital Group International Focus Equity Exchange Traded Fund | Common Stocks | — | $1.8M | $1.9M | 2.0% | |
| Ishares Expanded Tech | Other securities | — | $705K | $1.3M | 1.4% | |
| Ishares Core U.S. Aggregate Bond | Other securities | — | $1.3M | $1.3M | 1.4% | |
| Baird Aggregate Bond Inst | Other securities | — | $1.1M | $1.1M | 1.2% | |
| Vanguard Short-Term Treasury Index | Mutual Funds | — | $1.0M | $1.0M | 1.1% | |
| Vanguard Mid- Cap Growth Index | Mutual Funds | — | $976K | $996K | 1.1% | |
| Schwab US Mid Cap | Mutual Funds | — | $517K | $977K | 1.1% | |
| Vanguard S&P Small Cap | Mutual Funds | — | $443K | $839K | 0.9% | |
| JPMorgan Chase | Other securities | — | $622K | $704K | 0.8% | |
| Versus Cap Multi-Manager Real Estate | Other securities | — | $740K | $662K | 0.7% | |
| Rivernorth Doubleline ST | Other securities | — | $729K | $630K | 0.7% | |
| Proshares S&P 500 DIV | Common Collective Trusts | — | $252K | $498K | 0.5% | |
| Royal Bank of Canada | Other securities | — | $318K | $334K | 0.4% | |
| Vanguard Value Index | Mutual Funds | — | $256K | $311K | 0.3% | |
| Canadian Imperial | Other securities | — | $270K | $302K | 0.3% | |
| Charles Schwab | Mutual Funds | — | $208K | $208K | 0.2% | |
| Schwab Small Cap | Mutual Funds | — | $54K | $102K | 0.1% | |
| Toronto Dominion Bank | Other securities | — | $62K | $63K | <0.1% | |
| Walmart, Inc. | Common Stocks | — | $71K | $62K | <0.1% | |
| AT&T Inc. | Common Stocks | — | $61K | $62K | <0.1% | |
| Pfizer | Other securities | — | $61K | $62K | <0.1% | |
| Wells Fargo & Co. | Common Stocks | — | $68K | $61K | <0.1% | |
| JPMorgan Chase | Other securities | — | $67K | $61K | <0.1% | |
| McDonald's Corp | Common Stocks | — | $68K | $61K | <0.1% | |
| CitiGroup, Inc. | Common Stocks | — | $69K | $61K | <0.1% | |
| The Bank of Nov | Other securities | — | $69K | $61K | <0.1% | |
| Morgan Stanley | Other securities | — | $65K | $61K | <0.1% | |
| The Coca-Cola Co. | Common Stocks | — | $38K | $61K | <0.1% | |
| The Goldman Sachs | Other securities | — | $70K | $60K | <0.1% | |
| UnitedHealth Group | Common Stocks | — | $68K | $60K | <0.1% | |
| AbbVie Inc. | Common Stocks | — | $58K | $60K | <0.1% | |
| PNC Financial Services Group | Common Stocks | — | $69K | $60K | <0.1% | |
| Verizon | Other securities | — | $57K | $59K | <0.1% | |
| Astrazeneca | Other securities | — | $60K | $59K | <0.1% | |
| Royal Bank of Canada | Other securities | — | $56K | $59K | <0.1% | |
| Visa, Inc. | Common Stocks | — | $68K | $59K | <0.1% | |
| CVS Health Corp | Common Stocks | — | $60K | $59K | <0.1% | |
| The Home Depot | Other securities | — | $68K | $59K | <0.1% | |
| Bank of America | Other securities | — | $68K | $59K | <0.1% | |
| Intel Corp | Common Stocks | — | $70K | $58K | <0.1% | |
| PepsiCo, Inc. | Common Stocks | — | $64K | $58K | <0.1% | |
| The Walt Disney | Other securities | — | $67K | $58K | <0.1% | |
| Cigna Corp | Common Stocks | — | $67K | $57K | <0.1% | |
| Mastercard, Inc. | Common Stocks | — | $65K | $57K | <0.1% | |
| Elevance Health, Inc. | Common Stocks | — | $65K | $57K | <0.1% | |
| American Express | Other securities | — | $63K | $54K | <0.1% | |
| American Express | Other securities | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
