BETH Kelly signed ALL4 LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALL4 LLC's EIN is 01-0591714.
Download the official 2024 Form 5500 (PDF) for ALL4 LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALL4 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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.
| PI | % 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 | Self-Directed Brokerage | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
