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Original filing (PDF)20251013174237NAL0000870595001
ALLIANCE FIELD SERVICES LLC
Form 5500
FILING_RECEIVED
ALLIANCE FIELD SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
83
Accounts w/ balance
109
Plan assets (EOY)
$204K
Net assets (EOY)
$204K
How this plan invests
This plan
14 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
78
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index" is 44% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE FIELD SERVICES LLC.
Plan sponsor
Name
ALLIANCE FIELD SERVICES LLC
EIN
20-5894252
Address
12801 W COUNTY RD 91 · MIDLAND, TX · 79707
Phone
(432) 246-5362
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PDR CPAS + ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $200K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | — | — | — | $88K | 43.2% | |
| Vanguard Total Int'l Stock Index | — | — | — | $54K | 26.3% | |
| Vanguard Total Bond Market Index | — | — | — | $27K | 13.1% | |
| Vanguard Real Estate Index | — | — | — | $15K | 7.6% | |
| Vanguard Total Int'l Bond Market | — | — | — | $12K | 5.7% | |
| Vanguard Growth Index | — | — | — | $1K | 0.5% | |
| Vanguard Short-term Infl-Prot | — | — | — | $897 | 0.4% | |
| Vanguard 500 Index Admiral | — | — | — | $833 | 0.4% | |
| Vanguard FTSE Social Index | — | — | — | $407 | 0.2% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $290 | 0.1% | |
| Nuveen Core Impact Bond | — | — | — | $265 | 0.1% | |
| DFA International Core Equity | — | — | — | $123 | <0.1% | |
| DFA International Value | — | — | — | $62 | <0.1% | |
| Vanguard Developed Markets Index | — | — | — | $61 | <0.1% |
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