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Original filing (PDF)20250813162130NAL0004973571001
ALLYON, INC.
Form 5500
FILING_RECEIVED
ALLYON, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~98 bps in Sched C fees
Active participants
120
Accounts w/ balance
223
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard VanGuard Target Ret 2040 n/a" is 26% of plan.
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLYON, INC..
Plan sponsor
Name
ALLYON, INC.
EIN
26-4212408
Address
3066 MERCER UNIVERSITY DRIVE · SUITE 300 · CHAMBLEE, GA · 30341
Phone
(678) 281-3062
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRACTICALL AUDIT SOLUTIONS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA PARTNERS, INC. | 64-0815705 | — | RECORDKEEPER | $29K | — |
Investments
20 direct securities· $2.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2040 n/a | — | — | — | $755K | 25.3% | |
| Vanguard Target Ret 2045 n/a | — | — | — | $549K | 18.4% | |
| Vanguard Target Ret 2050 n/a | — | — | — | $374K | 12.5% | |
| Vanguard Target Ret 2035 n/a | — | — | — | $270K | 9.0% | |
| Vanguard Target Ret 2055 n/a | — | — | — | $237K | 7.9% | |
| Vanguard Target Ret 2060 n/a | — | — | — | $169K | 5.6% | |
| Vanguard Target Ret 2030 n/a | — | — | — | $158K | 5.3% | |
| Vanguard Target Ret 2020 n/a | — | — | — | $98K | 3.3% | |
| Vanguard Target Ret 2025 n/a | — | — | — | $96K | 3.2% | |
| Schwab Bank Schwab Bank n/a | — | — | — | $74K | 2.5% | |
| Vanguard Total Stock Mkt Index n/a | — | — | — | $61K | 2.1% | |
| Participant Loans with interest rates between 9% n/a | — | — | — | $26K | 0.9% | |
| Vanguard Target Ret Incm n/a | — | — | — | $19K | 0.6% | |
| Vanguard Total Stock Mkt Index n/a | — | — | — | $14K | 0.5% | |
| Vanguard Real Estate IN FD ADM n/a | — | — | — | $6K | 0.2% | |
| Vanguard Total Intl Stock Index n/a | — | — | — | $3K | 0.1% | |
| Vanguard Small Cap Val I n/a | — | — | — | $3K | 0.1% | |
| Vanguard Total Bond Mkt Index ADM n/a | — | — | — | $3K | <0.1% | |
| DFA Intl Smal Co Port INSTL n/a | — | — | — | $1K | <0.1% | |
| Vanguard Emrg Mkts Index n/a | — | — | — | $1K | <0.1% |
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