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Original filing (PDF)20251002131038NAL0000843376001

ALL WEB LEADS, INC.

Form 5500
FILING_RECEIVED
AWL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,240
Accounts w/ balance
2,259
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 48 bps in Schedule C fees — 64% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL WEB LEADS, INC..
Plan sponsor
Name
ALL WEB LEADS, INC.
EIN
20-3642230
Address
9004 ANDERSON MILL ROAD, UNIT A · AUSTIN, TX · 78729
Phone
(512) 279-3083
Industry
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$80K
NFP RETIREMENT INC33-0905143SERVICE PROVIDER$0

Investments

25 direct securities · 2 pooled funds· $16.7M(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.

Uncategorized
$16.7M
25 holdings
Common Collective Trust
$41K
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Admiral$2.7M15.9%
T. Rowe Price T. Rowe Price Retirement 2040 I$2.2M13.0%
T. Rowe Price T. Rowe Price Retirement 2050 I$1.9M11.6%
T. Rowe Price T. Rowe Price Retirement 2055 I$1.7M10.1%
T. Rowe Price T. Rowe Price Retirement 2045 I$1.6M9.8%
T. Rowe Price T. Rowe Price Retirement 2035 I$1.6M9.4%
T. Rowe Price T. Rowe Price Retirement 2030 I$900K5.4%
T. Rowe Price T. Rowe Price Retirement 2060 I$744K4.5%
Vanguard Mid Cap Index Admiral$558K3.3%
Voya Intermediate Bond R6$483K2.9%
BlackRock iShares MSCI Total International Index Fund K$397K2.4%
JPMorgan Growth Advantage R6$348K2.1%
T. Rowe Price T. Rowe Price Retirement 2025 I$262K1.6%
T. Rowe Price T. Rowe Price Retirement 2020 I$259K1.5%
Vanguard Small Cap Index Admiral$235K1.4%
Participant Loans Interest rates range from 4.25% to 10.50%$210K1.3%
Voya Retirement Insurance and Annuity Company Voya Fixed Account$199K1.2%
T. Rowe Price T. Rowe Price Retirement 2065 I$133K0.8%
Vanguard Emerging Markets Stock Index Fund Admiral$102K0.6%
JPMorgan Equity Income R6$65K0.4%
Vanguard International Growth Admiral$57K0.3%
Dimensional Fund Advisors DFA Real Estate Securities I$38K0.2%
SMALL CAP GROWTH FUND II - FEE CLAS
WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592
Common Collective Trust
$31K0.2%
Voya Government Money Market$25K0.1%
SMALL CAP VALUE FUND - FEE CLASS I1
WILMINGTON TRUST FUNDS · EIN 38-4097325 / PN 488
Common Collective Trust
$10K<0.1%
T. Rowe Price T. Rowe Price Retirement 2015 I$7K<0.1%
T. Rowe Price T. Rowe Price Retirement 2005 I$5K<0.1%

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