VU TRAN signed Allstate Sales Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allstate Sales Group Inc.'s EIN is 27-0265043.
Download the official 2024 Form 5500 (PDF) for Allstate Sales Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allstate Sales Group Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $27K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $1.6M | 13.0% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $1.5M | 11.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $781K | 6.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $0 | $771K | 6.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $719K | 5.7% | |
| Fidelity Glb ex US Index Fd | Mutual Funds | — | $0 | $572K | 4.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $559K | 4.4% | |
| PRIN LARGECAP GROWTH 1 SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $556K | 4.4% | |
| Prin LifeTime 2015 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $556K | 4.4% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $533K | 4.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $530K | 4.2% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $443K | 3.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $438K | 3.5% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $337K | 2.7% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $313K | 2.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $313K | 2.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $289K | 2.3% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $289K | 2.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 011 | Pooled Separate Account | — | $0 | $256K | 2.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $246K | 2.0% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $239K | 1.9% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $227K | 1.8% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Common Collective Trusts | — | $0 | $222K | 1.8% | |
| PRIN MIDCAP VALUE 1 SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $222K | 1.8% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $211K | 1.7% | |
| Fidelity Adv Sm Cap Val Z Fund | Mutual Funds | — | $0 | $165K | 1.3% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $143K | 1.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $138K | 1.1% | |
| PRIN SMCAP GROWTH 1 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $126K | 1.0% | |
| T. Rowe Price Hlth Sci I Fd | Other securities | — | $0 | $126K | 1.0% | |
| ISHARES SH-TM TIPS BD IDX I FD | Common Collective Trusts | — | $0 | $106K | 0.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $106K | 0.8% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $99K | 0.8% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $80K | 0.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $40K | 0.3% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $36K | 0.3% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $23K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Am Funds Grwth and Inc Port R6 | Common Stocks | — | $0 | $22K | 0.2% | |
| Principal Guaranteed Option | Other securities | — | $0 | $18K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $17K | 0.1% | |
| Amer Fund Cap Wld Bnd R6 Fund | Other securities | — | $0 | $13K | 0.1% | |
| PRIN LIFETIME 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $4K | <0.1% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $4K | <0.1% |
