Charles Alaimo signed Group One Trading LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Group One Trading LLC's EIN is 94-3209378.
Download the official 2024 Form 5500 (PDF) for Group One Trading LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Group One Trading LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG 500 INDEX ADM | Common Collective Trusts | — | — | $10.5M | 17.3% | |
| Vanguard VANG GROWTH IDX ADM | Common Collective Trusts | — | — | $5.0M | 8.3% | |
| Vanguard VANG INTM BD IDX ADM | Common Collective Trusts | — | — | $3.7M | 6.1% | |
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $3.3M | 5.5% | |
| Various Registered investment companies | Other securities | — | — | $3.1M | 5.1% | |
| Vanguard VANG DEV MKT IDX ADM | Common Collective Trusts | — | — | $3.0M | 4.9% | |
| Vanguard VANG ST BOND IDX ADM | U.S. Treasuries | — | — | $2.7M | 4.4% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $2.6M | 4.3% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $2.5M | 4.2% | |
| Vanguard VANG VMMR-FED MMKT | Mutual Funds | — | — | $2.2M | 3.6% | |
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $2.1M | 3.4% | |
| Vanguard VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $1.7M | 2.7% | |
| Various Common stock | Common Stocks | — | — | $1.6M | 2.7% | |
| Vanguard VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $1.5M | 2.5% | |
| Vanguard VANG MDCPGR IDX ADM | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| Vanguard VANG TARGET RET 2040 | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $1.4M | 2.2% | |
| Vanguard VANG TOT STK MKT ADM | Mutual Funds | — | — | $1.3M | 2.2% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $1.2M | 2.0% | |
| Vanguard VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $1.1M | 1.8% | |
| Vanguard VANG EM STK IDX ADM | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| Vanguard VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $736K | 1.2% | |
| /*** Fidelity Cash Reserves- interest bearing | Mutual Funds | — | — | $486K | 0.8% | |
| Vanguard VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $475K | 0.8% | |
| Vanguard VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $423K | 0.7% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $314K | 0.5% | |
| and 9.50%, maturing at various dates through April 30, 2031) | Bonds / Notes | — | — | $214K | 0.4% | |
| Vanguard VANG TOT INTL STK AD | Mutual Funds | — | — | $205K | 0.3% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $103K | 0.2% | |
| Vanguard AF HIGH INCOME R6 | Mutual Funds | — | — | $61K | <0.1% | |
| Vanguard AF BOND FD AMER R6 | Mutual Funds | — | — | $50K | <0.1% | |
| Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
