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Original filing (PDF)20251001051553NAL0013818368001
ALL4 LLC
Form 5500
FILING_RECEIVED
ALL4 401(K) AND RETIREMENT PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
298
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL4 LLC.
Plan sponsor
Name
ALL4 LLC
EIN
01-0591714
Address
2393 KIMBERTON ROAD · KIMBERTON, PA · 19442
Phone
(610) 933-5246
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
Investments
35 direct securities · 2 pooled funds· $32.6M(100% of reported assets)
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.
Registered Investment Companies
$32.0M
34 holdings
Common Collective Trust
$608K
2 holdings
Uncategorized
$23K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $5.1M | 15.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $3.0M | 9.2% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $1.9M | 5.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 5.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.6M | 5.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.5M | 4.6% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.3M | 4.0% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $1.3M | 3.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 3.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $951K | 2.9% | |
| MS INCEPTION PORTFOLIO I | Registered Investment Companies | — | — | $823K | 2.5% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $695K | 2.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $664K | 2.0% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $608K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $603K | 1.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $578K | 1.8% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $449K | 1.4% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $393K | 1.2% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $379K | 1.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $325K | 1.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $306K | 0.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $296K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $187K | 0.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $137K | 0.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $94K | 0.3% | |
| DAVIS FINANCIAL Y | Registered Investment Companies | — | — | $81K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $72K | 0.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $65K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $60K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $56K | 0.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $23K | <0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $19K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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