Sunil Bhatt signed Allied Digital Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Digital Services LLC's EIN is 26-2912587.
Download the official 2024 Form 5500 (PDF) for Allied Digital Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Digital Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK | 61-1758632 | — | NONE | $18K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND - | Common Collective Trusts | — | — | $1.1M | 14.9% | |
| AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $812K | 10.6% | |
| AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $502K | 6.5% | |
| VANGUARD GROWTH INDEX FUND - | Common Collective Trusts | — | — | $476K | 6.2% | |
| AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $472K | 6.1% | |
| AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $384K | 5.0% | |
| AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $354K | 4.6% | |
| AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $310K | 4.0% | |
| GMO QUALITY - | Other securities | — | — | $307K | 4.0% | |
| WILMINGTON TRUST CIT III METLIFE GR WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $306K | 4.0% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $264K | 3.4% | |
| FIDELITY FIDELITY® TOTAL BOND K6 - | Mutual Funds | — | — | $258K | 3.4% | |
| FIDELITY MID-CAP INDEX FUND - | Common Collective Trusts | — | — | $224K | 2.9% | |
| VANGUARD EQUITY INCOME FUND - | Mutual Funds | — | — | $223K | 2.9% | |
| VANGUARD VAN INTERM TERM BD INDEX - | Mutual Funds | — | — | $205K | 2.7% | |
| MFS INTL DIVERSIFICATION - | Mutual Funds | — | — | $198K | 2.6% | |
| AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $186K | 2.4% | |
| PARTICIPANT LOANS INTEREST RATE RANGE 4.25%-8% - | Bonds / Notes | — | — | $130K | 1.7% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND - | Common Collective Trusts | — | — | $96K | 1.2% | |
| VANGUARD SMALL CAP INDEX - | Mutual Funds | — | — | $90K | 1.2% | |
| BRANDYWINE GLOBAL BRANDYWINEGL CORP CREDIT - | Common Stocks | — | — | $85K | 1.1% | |
| DFA INFLATION PROTECTED SECURITIES PORTFOLIO - | Mutual Funds | — | — | $85K | 1.1% | |
| FULLER & THALLER FULLERTHALER BEHAVIORAL SM C - | Other securities | — | — | $84K | 1.1% | |
| VANGUARD VAN INFORMATION TECH IND - | Mutual Funds | — | — | $52K | 0.7% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND - | Common Collective Trusts | — | — | $45K | 0.6% | |
| WCM FOCUSED EMERG MKTS - | Other securities | — | — | $42K | 0.6% | |
| MACQUARIE MID CAP INCOME OPPORTUNITIE - | Other securities | — | — | $42K | 0.5% | |
| AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $40K | 0.5% | |
| INVESCO GOLD & SPECIAL MINERALS FUNDS Y - | Mutual Funds | — | — | $36K | 0.5% | |
| PARNASSUS CORE EQUITY FUND - | Other securities | — | — | $26K | 0.3% | |
| TOUCHSTONE MID CAP INSTITUTIONAL - | Other securities | — | — | $24K | 0.3% | |
| VANGUARD TRUSTEES EQUITY COMMODITY ST - | Mutual Funds | — | — | $22K | 0.3% | |
| AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $17K | 0.2% | |
| AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $17K | 0.2% | |
| As of December 31, 2024 NUVEEN REAL ESTATE NUVEEN REAL ESTATE SECURITIES SELECT - | Mutual Funds | — | — | $12K | 0.2% | |
| JANUS GLOBAL EQUITY INC - | Mutual Funds | — | — | $10K | 0.1% | |
| AMERICAN FUNDS AMERICA FUNDS AMERICAN BALANCED R6 - 101 AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R6 - | Mutual Funds | — | — | $9K | 0.1% | |
| VANGUARD UTILITIES INDEX FUND - | Common Collective Trusts | — | — | $8K | 0.1% | |
| VICTOR CAPITAL VICTORY TRIVALENT INTERNATIONAL SM-CP - | Other securities | — | — | $7K | <0.1% | |
| FIDELITY FID TOTAL MARKET INDEX - | Common Collective Trusts | — | — | $6K | <0.1% | |
| JP MORGAN JPMORGAN LARGE CAP GROWTH R6 - | Other securities | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND - | Mutual Funds | — | — | $4K | <0.1% | |
| BLACK ROCK BLKRK MD CAP GROWTH EQTY - | Other securities | — | — | $2K | <0.1% | |
| VANGUARD HEALTHCARE INDEX FUND - | Common Collective Trusts | — | — | $2K | <0.1% | |
| FIDELITY ADVISOR SMALL CAP VALUE FUND - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
