Original filing (PDF)20251009090947NAL0006336593001

ALLIED SOLUTIONS, LLC

Name: ALLIED SOLUTIONS, LLC — ALLIED SOLUTION , LLC, Form 5500 (2024)
Creator: ALLIED SOLUTIONS, LLC

Form 5500

FILING_RECEIVED

ALLIED SOLUTION , LLC

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,591

Accounts w/ balance

1,748

Plan assets (EOY)

$123.2M

Net assets (EOY)

$123.2M

How this plan invests

This plan

10 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (5 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED SOLUTIONS, LLC.

Plan sponsor

Name

ALLIED SOLUTIONS, LLC

EIN

35-2125376

Address

350 VETERANS WAY, SUITE 200 · CARMEL, IN · 460323816

Phone

(800) 826-9384

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-09

Pension benefit codes

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)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$67K	—

Investments

26 direct securities · 10 pooled funds· $182.3M(100% of reported assets)

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.

Uncategorized

$116.3M

26 holdings

Common Collective Trust

$66.0M

9 holdings

Pooled Separate Account

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
FIDELITY FRDM IDX 2040 PRM FD	—	—	$0	$29.4M	23.9%
FIDELITY FRDM IDX 2045 PRM FD	—	—	$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	—	—	$0	$12.0M	9.7%
FIDELITY FRDM IDX 2050 PRM FD	—	—	$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	—	—	$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	—	—	$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	—	—	$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	—	—	$0	$5.3M	4.3%
CLEARBRIDGE SM CP GRWTH CIT R2	—	—	$0	$3.1M	2.5%
FIDELITY FRDM IDX 2010 PRM FD	—	—	$0	$2.6M	2.1%
FIDELITY FRDM IDX INC PRM FD	—	—	$0	$2.5M	2.0%
FIDELITY EXTENDED MKT IDX FD	—	—	$0	$2.1M	1.7%
FIDELITY FRDM IDX 2030 PRM FD	—	—	$0	$2.0M	1.6%
SSGA RUSS SM MD CP IDX CL II	—	—	$0	$948K	0.8%
SECURIAN GRNTD RET ACCT B1	—	—	$0	$874K	0.7%
SSGA GL AC EQ EXUS IDX SL II	—	—	$0	$697K	0.6%
FIDELITY FRDM IDX 2055 PRM FD	—	—	$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	—	—	$0	$459K	0.4%
FIDELITY FRDM IDX 2060 PRM FD	—	—	$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	—	—	$0	$314K	0.3%
GREATGRAY TR EUROPAC GROWTH FD	—	—	$0	$281K	0.2%
FIDELITY FRDM IDX 2065 PRM FD	—	—	$0	$159K	0.1%
JP MORGAN LARGE CAP GR R6 FD	—	—	$0	$121K	<0.1%
VANGUARD FED MONEY MRKT INV FD	—	—	$0	$34K	<0.1%
SSGA SP 500 IDX SEC LND SER II	—	—	$0	$25K	<0.1%
STATE STREET US BD ID SL XIV	—	—	$0	$3K	<0.1%
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$0	<0.1%