Allyon, Inc.'s EIN is 26-4212408.
Download the official 2024 Form 5500 (PDF) for Allyon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allyon, Inc.'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 |
|---|---|---|---|---|---|
| ERISA PARTNERS, INC. | 64-0815705 | — | RECORDKEEPER | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2040 n/a | Mutual Funds | — | — | $755K | 25.3% | |
| Vanguard Target Ret 2045 n/a | Mutual Funds | — | — | $549K | 18.4% | |
| Vanguard Target Ret 2050 n/a | Mutual Funds | — | — | $374K | 12.5% | |
| Vanguard Target Ret 2035 n/a | Mutual Funds | — | — | $270K | 9.0% | |
| Vanguard Target Ret 2055 n/a | Mutual Funds | — | — | $237K | 7.9% | |
| Vanguard Target Ret 2060 n/a | Mutual Funds | — | — | $169K | 5.6% | |
| Vanguard Target Ret 2030 n/a | Mutual Funds | — | — | $158K | 5.3% | |
| Vanguard Target Ret 2020 n/a | Mutual Funds | — | — | $98K | 3.3% | |
| Vanguard Target Ret 2025 n/a | Mutual Funds | — | — | $96K | 3.2% | |
| Schwab Bank Schwab Bank n/a | Mutual Funds | — | — | $74K | 2.5% | |
| Vanguard Total Stock Mkt Index n/a | Mutual Funds | — | — | $61K | 2.1% | |
| Participant Loans with interest rates between 9% n/a | Participant loans | — | — | $26K | 0.9% | |
| Vanguard Target Ret Incm n/a | Mutual Funds | — | — | $19K | 0.6% | |
| Vanguard Total Stock Mkt Index n/a | Mutual Funds | — | — | $14K | 0.5% | |
| Vanguard Real Estate IN FD ADM n/a | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Total Intl Stock Index n/a | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Small Cap Val I n/a | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Total Bond Mkt Index ADM n/a | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Intl Smal Co Port INSTL n/a | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Emrg Mkts Index n/a | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
