Allegheny Millwork's EIN is 25-1369567.
Download the official 2024 Form 5500 (PDF) for Allegheny Millwork from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allegheny Millwork's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $27K | — |
| METRO BENEFITS, INC | 25-1541083 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAGASSO FINANCIAL ADVISORS | 25-1773014 |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2030 TRANSAMERICA · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $3.1M | 19.3% | |
| TRANSAMERICRETONTRK 2035 TRANSAMERICA · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $2.1M | 13.2% | |
| TRANSAMERICARETONTRK 2025 TRANSAMERICA · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $2.0M | 12.7% | |
| TRANSAMERICARETONTRK 2040 TRANSAMERICA · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.9M | 11.5% | |
| Transamerica Stable Value Core Fund | Stable Value | — | — | $940K | 5.8% | |
| TA VANGUARD TOTAL STCK MRKT INDX TRANSAMERICA · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $849K | 5.3% | |
| TRANSAMERICARETONTRK 2045 TRANSAMERICA · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $752K | 4.7% | |
| TRANSAMERICARETONTRK 2020 TRANSAMERICA · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $667K | 4.1% | |
| TRANSAMERICARETONTRK 2050 TRANSAMERICA · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $621K | 3.9% | |
| American Fnds Growth Fnd of Am Transamerica | Other securities | — | — | $589K | 3.7% | |
| AMERICAN FUNDS GR FND OF AMERICA TRANSAMERICA · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $569K | 3.5% | |
| MFS MID CAP VALUE RET TRANSAMERICA · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $300K | 1.9% | |
| STATE STREET INTERNTL INDX TRANSAMERICA · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $283K | 1.8% | |
| TRANSAMERICARETONTRK 2055 TRANSAMERICA · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $283K | 1.8% | |
| STATE STREET RUSSELL SMALL CAP INDX TRANSAMERICA · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $279K | 1.7% | |
| JANUS HENDERSON ENTERPRISE RET TRANSAMERICA · EIN 39-0989781 / PN 968 | Pooled Separate Account | — | — | $191K | 1.2% | |
| MFS VALUE RET OPT TRANSAMERICA · EIN 39-0989781 / PN 904 | Pooled Separate Account | — | — | $165K | 1.0% | |
| TRANSAMERICARETONTRK 2060 TRANSAMERICA · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $148K | 0.9% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $139K | 0.9% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $128K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC GR RET TRANSAMERICA · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $84K | 0.5% | |
| Transamerica American Funds Europacific Growth Fund | Mutual Funds | — | — | $83K | 0.5% | |
| FEDERATED HERMES TOTAL RET BND TRANSAMERICA · EIN 82-5217478 / PN 105 | Pooled Separate Account | — | — | $69K | 0.4% | |
| FEDERATED HERMES INSTL HI YLD TRANSAMERICA · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $40K | 0.3% | |
| STATE STREET S&P MID CAP INDX TRANSAMERICA · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $28K | 0.2% | |
| JANUUS HENDERSON TRITON RET OPT TRANSAMERICA · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $25K | 0.2% | |
| STATE STREET RUSSELL SM CAP VAL TRANSAMERICA · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $22K | 0.1% | |
| STATE STREET U.S. BOND INDX TRANSAMERICA · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $16K | <0.1% | |
| GOLDMAN SACHS GLOBAL CORE FXD INC TRANSAMERICA · EIN 82-5217478 / PN 036 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $3K | <0.1% | |
| American Funds Balanced Ret Op Transamerica | Mutual Funds | — | — | $3K | <0.1% | |
| Transamerica Retirentrack 2060 Transamerica | Other securities | — | — | $3K | <0.1% | |
| TRANSAMERICA RETONTRK 2065 TRANSAMERICA · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $37K |
| — |
