Kayla Hutchins signed Allbridge's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allbridge's EIN is 20-1526712.
Download the official 2024 Form 5500 (PDF) for Allbridge from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allbridge's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC | 23-2739506 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $2.2M | 16.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 9.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 8.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $998K | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $929K | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $889K | 6.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $720K | 5.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $567K | 4.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $452K | 3.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $428K | 3.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $352K | 2.6% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $248K | 1.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $207K | 1.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $189K | 1.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $156K | 1.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $146K | 1.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $88K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
