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Original filing (PDF)20250723095912NAL0009910082001
ALLAN MYERS, INC.
Form 5500
FILING_RECEIVED
ALLAN MYERS HOURLY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,475
Accounts w/ balance
1,918
Plan assets (EOY)
$158.2M
Net assets (EOY)
$158.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLAN MYERS, INC..
Plan sponsor
Name
ALLAN MYERS, INC.
EIN
23-2966902
Address
PO BOX 98 · WORCESTER, PA · 19490
Phone
(610) 584-6020
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $106K | — |
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE | $58K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $40K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $20K | — |
Investments
17 direct securities · 14 pooled funds· $158.2M(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.
Common Collective Trust
$113.8M
14 holdings
Uncategorized
$44.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.2M | 12.2% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $15.5M | 9.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.7M | 8.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.0M | 8.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.9M | 7.5% | |
| Vanguard 500 Index Fund Investor Shares | — | — | — | $11.0M | 7.0% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.0M | 6.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.2% | |
| Mainstay Large Cap Growth Fund; Class R6 | — | — | — | $6.2M | 3.9% | |
| Vanguard Total Bond Market Index | — | — | — | $6.0M | 3.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.8% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.2% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $5.1M | 3.2% | |
| Participant loans Maturing through August 2033; interest rates ranging from 4.25% to 9.50% | — | — | — | $4.9M | 3.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $4.5M | 2.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| American Funds Euro Pacific Growth Fund; R-4 Shares | — | — | — | $2.3M | 1.5% | |
| JPMorgan Core Plus Bond Fund; Class R6 | — | — | — | $1.8M | 1.1% | |
| American Beacon Large Cap Value Fund; Inst Class | — | — | — | $1.5M | 1.0% | |
| Vanguard Small-Cap Index Fund Investor Shares | — | — | — | $1.1M | 0.7% | |
| American Century Mid Cap Value Fund; Investor Class | — | — | — | $1.1M | 0.7% | |
| Vanguard Mid-Cap Index Fund Investor Shares | — | — | — | $1.1M | 0.7% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $909K | 0.6% | |
| Carillon Eagle Mid Cap Value Fund; Investor Class | — | — | — | $783K | 0.5% | |
| Loomis Sayles Small Cap Growth Fund; Retail Class | — | — | — | $659K | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $647K | 0.4% | |
| Vanguard Participant directed investments | — | — | — | $230K | 0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $132K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust II | — | — | — | $17K | <0.1% | |
| VFTC TARGET RET INCO AND GWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% |