MR. Ryan Heishman signed Allen Distribution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Distribution's EIN is 25-1576445.
Download the official 2024 Form 5500 (PDF) for Allen Distribution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Distribution's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD VILLAGE, OH | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Instl Premium 130,470.89 Shares | Mutual Funds | — | — | $2.4M | 18.2% | |
| Fidelity Freedom Index 2035 Instl Premium 97,505.91 Shares | Mutual Funds | — | — | $2.3M | 17.1% | |
| Fidelity Freedom Index 2030 Instl Premium 68,113.80 Shares | Mutual Funds | — | — | $1.4M | 10.3% | |
| Fidelity Freedom Index 2040 Instl Premium 42,647.64 Shares | Mutual Funds | — | — | $1.0M | 7.9% | |
| Fidelity Freedom Index 2045 Instl Premium 35,556.94 Shares | Mutual Funds | — | — | $922K | 6.9% | |
| Fidelity Freedom Index 2050 Instl Premium 30,501.37 Shares | Mutual Funds | — | — | $792K | 5.9% | |
| Fidelity Freedom Index 2055 Instl Premium 34,606.09 Shares | Mutual Funds | — | — | $740K | 5.6% | |
| Fixed Income Investment Contract * EI Fixed Account - Series Class I N/A | Other securities | — | — | $612K | 4.6% | |
| Fidelity 500 Index 2,786.28 Shares | Common Collective Trusts | — | — | $569K | 4.3% | |
| Fidelity Freedom Index 2060 Instl Premium 29,354.36 Shares | Mutual Funds | — | — | $532K | 4.0% | |
| in 2025. During 2023, the Plan Sponsor inadvertently failed to timely remit to the Plan's custodian certain employee contributions totaling $454,560. Lost earnings on 2023 late deposits were remitted to the plan | Other securities | — | — | $455K | 3.4% | |
| Participant Loan Contributions Not Payments are Not Corrected Outside Pending Correction Corrected Included of VFCP in VFCP $ | Participant loans | — | $193K | $455K | 3.4% | |
| Fidelity Large Cap Growth Index 10,346.82 Shares | Mutual Funds | — | — | $405K | 3.0% | |
| Fidelity US Bond Index 34,156.92 Shares | Mutual Funds | — | — | $349K | 2.6% | |
| Fidelity Freedom Index 2065 Instl Premium 21,093.16 Shares | Mutual Funds | — | — | $309K | 2.3% | |
| Fidelity Large Cap Value Index 16,669.62 Shares | Mutual Funds | — | — | $302K | 2.3% | |
| Fidelity Freedom Index 2020 Instl Premium 17,677.27 Shares | Mutual Funds | — | — | $279K | 2.1% | |
| During 2024, the Plan Sponsor inadvertently failed to timely remit to the Plan's custodian certain employee contributions totaling $193,236. Lost earnings on 2024 late deposits will be remitted to the plan | Other securities | — | — | $193K | 1.5% | |
| Fidelity International Index 2,561.74 Shares | Mutual Funds | — | — | $122K | 0.9% | |
| Fidelity Mid Cap Index 2,433.90 Shares | Mutual Funds | — | — | $82K | 0.6% | |
| Registered Investment Companies American Funds EuroPacific GR R6 1,168.64 Shares | Mutual Funds | — | — | $63K | 0.5% | |
| Fidelity Small Cap Index 1,595.49 Shares | Mutual Funds | — | — | $44K | 0.3% | |
| PGIM Total Return Bond R6 2,843.04 Shares | Other securities | — | — | $34K | 0.3% | |
| PGIM US Real Estate R6 1,758.26 Shares | Other securities | — | — | $27K | 0.2% | |
| Fidelity Freedom Index 2015 Instl Premium 755.69 Shares | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Premium 197.97 Shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS | 27-2487837 | HARRISBURG, PA | THIRD PARTY ADMIN | $87K | — |
