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Original filing (PDF)20251015053749NAL0002005315001
ALLIED BEVERAGE GROUP, L.L.C.
Form 5500
FILING_RECEIVED
ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
284
Accounts w/ balance
318
Plan assets (EOY)
$90.8M
Net assets (EOY)
$90.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED BEVERAGE GROUP, L.L.C..
Plan sponsor
Name
ALLIED BEVERAGE GROUP, L.L.C.
EIN
22-3408559
Address
700 KAPKOWSKI ROAD · ELIZABETH, NJ · 07201
Phone
(908) 929-5000
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $75K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $64K | — |
| FIDELITY INVESTMENTS | — | BOSTON, MA | NONE | $17K | — |
Investments
29 direct securities · 6 pooled funds· $90.8M(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
$55.8M
29 holdings
Common Collective Trust
$35.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $17.1M | 18.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $11.7M | 12.9% | |
| MFS Growth R4 Mutual fund | — | — | — | $11.7M | 12.8% | |
| American Beacon Balanced Y Mutual fund | — | — | — | $5.1M | 5.6% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $4.5M | 5.0% | |
| Prudential Total Return Bond Z Mutual fund | — | — | — | $4.4M | 4.8% | |
| BLACKROCK MID CAP EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 001 | Common Collective Trust | — | — | $4.2M | 4.7% | |
| American Funds 2025 Trgt Date Retire R5E Mutual fund | — | — | — | $3.5M | 3.8% | |
| Janus Enterprise I Mutual fund | — | — | — | $3.2M | 3.5% | |
| Loomis Sayles Small Cap Growth N Mutual fund | — | — | — | $3.1M | 3.4% | |
| American Funds 2045 Trgt Date Retire R5E Mutual fund | — | — | — | $2.7M | 3.0% | |
| American Funds 2035 Trgt Date Retire R5E Mutual fund | — | — | — | $2.4M | 2.7% | |
| DFA Global Equity l Mutual fund | — | — | — | $2.1M | 2.3% | |
| American Funds 2055 Trgt Date Retire R5E Mutual fund | — | — | — | $1.9M | 2.1% | |
| JHancock Disciplined Value Mid Cap I Mutual fund | — | — | — | $1.7M | 1.9% | |
| MFS International Value R4 Mutual fund | — | — | — | $1.4M | 1.5% | |
| American Beacon Small Cap Val Y Mutual fund | — | — | — | $1.2M | 1.3% | |
| American Funds Europacific Gr R4 Mutual fund | — | — | — | $1.0M | 1.1% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Pimco Real Return P Mutual fund | — | — | — | $974K | 1.1% | |
| Fidelity Emerging Markets Mutual fund | — | — | — | $874K | 1.0% | |
| Cohen & Steers Realty Shares Mutual fund | — | — | — | $854K | 0.9% | |
| BlackRock Gnma Port K Mutual fund | — | — | — | $808K | 0.9% | |
| participant account * Participant loans balance | — | — | — | $804K | 0.9% | |
| BLACKROCK US DEBT INDEX WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $768K | 0.8% | |
| American Funds 2015 Trgt Date Retire R5E Mutual fund | — | — | — | $483K | 0.5% | |
| American Funds 2030 Trgt Date Retire R5E Mutual fund | — | — | — | $351K | 0.4% | |
| BlackRock Strginc Opp Instl Mutual fund | — | — | — | $316K | 0.3% | |
| American Funds 2050 Trgt Date Retire R5E Mutual fund | — | — | — | $205K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 003 | Common Collective Trust | — | — | $202K | 0.2% | |
| American Funds 2040 Trgt Date Retire R5E Mutual fund | — | — | — | $116K | 0.1% | |
| American Funds 2060 Trgt Date Retire R5E Mutual fund | — | — | — | $29K | <0.1% | |
| Fidelity Recapture Money market fund | — | — | — | $24K | <0.1% | |
| American Funds 2065 Trgt Date Retire R5E Mutual fund | — | — | — | $22K | <0.1% | |
| American Funds 2020 Trgt Date Retire R5E Mutual fund | — | — | — | $1K | <0.1% |
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