How big is Allied Community Services, Inc.'s plan?

Allied Community Services, Inc.'s plan reported $4.7M in assets and 212 participants for 2024.

Original filing (PDF)20251015151352NAL0002526771001

Allied Community Services, Inc.

Name: Allied Community Services, Inc. — Allied Community, Form 5500 (2024)
Creator: Allied Community Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Allied Community Services, Inc. 403(b) Plan

403(b) retirement plan · Allied Community Services, Inc.'s Allied Community Services, Inc. 403(b) Plan held $4.7M in plan assets for 212 participants in 2024.

Signals · 2

Corrective distributions issued~81 bps in Sched C fees

Active participants

212

Accounts w/ balance

114

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Cynthia R. BREY signed Allied Community Services, Inc.'s 2024 Form 5500 as plan administrator.

Cynthia R. BREY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allied Community Services, Inc.'s EIN is 06-1538355.

EIN 06-1538355

Plan number 001

Plan year 2024

ACK ID 20251015151352NAL0002526771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allied Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allied Community Services, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), profit-sharing, a 403(b) annuity.

Decision-maker contacts

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

ALLIED COMMUNITY SERVICES, INC.

EIN

all filings

Address

3 PEARSON WAY · ENFIELD, CT · 06082

Phone

(860) 741-3701

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2E · Profit-sharing

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS LLC	—	EL SEGUNDO, CA	NONE	$28K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS, INC	48-1205033	—	NONE	$10K	—

Investments

29 direct securities· $4.7M(100% of reported assets)

Other securities

$3.3M

16 holdings

Mutual Funds

$972K

11 holdings

Common Collective Trusts

$382K

1 holding

Common Stocks

$18K

1 holding

					% of plan
Am Fds American Balanced Fund - R6 Mutual Fund	Other securities	—	—	$1.2M	24.9%
Fidelity Advisor Equity Growth Z Mutual Fund	Mutual Funds	—	—	$532K	11.3%
Am Fds 2050 Target Date Mutual Fund	Other securities	—	—	$522K	11.1%
Vanguard 500 Index Adm. Mutual Fund	Common Collective Trusts	—	—	$382K	8.1%
Am Fds New Perspective Fund Class R Mutual Fund	Other securities	—	—	$360K	7.6%
Am Fds 2035 Target Date Mutual Fund	Other securities	—	—	$264K	5.6%
Am Fds 2030 Target Date Mutual Fund	Other securities	—	—	$261K	5.5%
Vanguard Value Index Adm. Mutual Fund ** 394 PIMCO Government Money Market Mutual Fund	Mutual Funds	—	—	$154K	3.3%
Black Rock 80/20 Target Allocation Mutual Fund	Other securities	—	—	$152K	3.2%
Am Fds 2040 Target Date Mutual Fund	Other securities	—	—	$112K	2.4%
Am Fds 2060 Target Date Mutual Fund	Other securities	—	—	$111K	2.3%
Am Fds 2045 Target Date Mutual Fund	Other securities	—	—	$107K	2.3%
Am Fds 2055 Target Date Mutual Fund	Other securities	—	—	$94K	2.0%
PIMCO International Bond Institutional Mutual Fund	Mutual Funds	—	—	$88K	1.9%
JP Morgan Core Plus Bond Fund Mutual Fund	Other securities	—	—	$71K	1.5%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$59K	1.2%
Am Fds 2025 Target Date Mutual Fund	Other securities	—	—	$56K	1.2%
Fidelity Small-Cap Growth Mutual Fund	Mutual Funds	—	—	$55K	1.2%
Black Rock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$32K	0.7%
Fidelity Adv Emerging Market Mutual Fund	Mutual Funds	—	—	$25K	0.5%
JP Morgan Small Company Inst. Mutual Fund	Common Stocks	—	—	$18K	0.4%
Federated Hermes Clover Small Value Mutual Fund	Other securities	—	—	$17K	0.4%
Vanguard Short-Term Invest. Grade Fund Mutual Fund	Mutual Funds	—	—	$17K	0.4%
Vanguard Mid-Cap Index Mutual Fund	Mutual Funds	—	—	$16K	0.3%
Fidelity Growth Strategies K6 Mutual Fund	Mutual Funds	—	—	$11K	0.2%
MFS Conservative Allocation - R4 Mutual Fund	Mutual Funds	—	—	$8K	0.2%
Vanguard Mid-Cap Value Index Adm. Mutual Fund	Mutual Funds	—	—	$7K	0.2%
Am Fds 2020 Target Date Mutual Fund	Other securities	—	—	$5K	<0.1%
Black Rock Inflation Protected Bond Mutual Fund	Other securities	—	—	$4K	<0.1%