Ashima Kapur signed Allied Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Solutions, LLC's EIN is 35-2125376.
Download the official 2024 Form 5500 (PDF) for Allied Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Solutions, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
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 FRDM IDX 2040 PRM FD | Common Collective Trusts | — | $0 | $29.4M | 23.9% | |
| FIDELITY FRDM IDX 2045 PRM FD | Common Collective Trusts | — | $0 | $18.1M | 14.7% | |
| PIMCO RAE US CIT FOUNDERS CL GREAT GRAY TRUST COMPANY · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $18.1M | 14.7% | |
| GREATGRAY TR EUROPAC GROWTH FD GREAT GRAY TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $12.0M | 9.7% | |
| FIDELITY FRDM IDX 2035 PRM FD | Common Collective Trusts | — | $0 | $12.0M | 9.7% | |
| FIDELITY FRDM IDX 2050 PRM FD | Common Collective Trusts | — | $0 | $11.5M | 9.3% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $9.7M | 7.9% | |
| FIDELITY FRDM IDX 2020 PRM FD | Common Collective Trusts | — | $0 | $9.7M | 7.9% | |
| AM CENT US SM CP VAL EQ TRUST SEI TRUST COMPANY · EIN 45-4505064 / PN 013 | Common Collective Trust | — | $0 | $7.0M | 5.6% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $6.7M | 5.4% | |
| BLACKROCK TOTAL RTN BOND M FD | Other securities | — | $0 | $6.7M | 5.4% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6.4M | 5.2% | |
| FIDELITY FRDM IDX 2025 PRM FD | Common Collective Trusts | — | $0 | $6.4M | 5.2% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $5.3M | 4.3% | |
| FIDELITY FRDM IDX 2015 PRM FD | Common Collective Trusts | — | $0 | $5.3M | 4.3% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 | Common Collective Trusts | — | $0 | $3.1M | 2.5% | |
| FIDELITY FRDM IDX 2010 PRM FD | Common Collective Trusts | — | $0 | $2.6M | 2.1% | |
| FIDELITY FRDM IDX INC PRM FD | Common Collective Trusts | — | $0 | $2.5M | 2.0% | |
| FIDELITY EXTENDED MKT IDX FD | Common Collective Trusts | — | $0 | $2.1M | 1.7% | |
| FIDELITY FRDM IDX 2030 PRM FD | Common Collective Trusts | — | $0 | $2.0M | 1.6% | |
| SSGA RUSS SM MD CP IDX CL II | Common Collective Trusts | — | $0 | $948K | 0.8% | |
| SECURIAN GRNTD RET ACCT B1 | Other securities | — | $0 | $874K | 0.7% | |
| SSGA GL AC EQ EXUS IDX SL II | Common Collective Trusts | — | $0 | $697K | 0.6% | |
| FIDELITY FRDM IDX 2055 PRM FD | Common Collective Trusts | — | $0 | $549K | 0.4% | |
| BLACKROCK TOTAL RTN BOND M FD BLACKROCK INST TRUST CO · EIN 47-1236644 / PN 001 | Common Collective Trust | — | — | $549K | 0.4% | |
| PIMCO RAE US CIT FOUNDERS CL | Common Collective Trusts | — | $0 | $459K | 0.4% | |
| FIDELITY FRDM IDX 2060 PRM FD | Common Collective Trusts | — | $0 | $433K | 0.4% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $314K | 0.3% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $314K | 0.3% | |
| GREATGRAY TR EUROPAC GROWTH FD | Other securities | — | $0 | $281K | 0.2% | |
| FIDELITY FRDM IDX 2065 PRM FD | Common Collective Trusts | — | $0 | $159K | 0.1% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $121K | <0.1% | |
| VANGUARD FED MONEY MRKT INV FD | Mutual Funds | — | $0 | $34K | <0.1% | |
| SSGA SP 500 IDX SEC LND SER II | Common Collective Trusts | — | $0 | $25K | <0.1% | |
| STATE STREET US BD ID SL XIV | Other securities | — | $0 | $3K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
