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Original filing (PDF)20251014160302NAL0004473360001
ALLIED POWER SERVICES, LLC
Form 5500
FILING_RECEIVED
ALLIED POWER SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
517
Accounts w/ balance
466
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED POWER SERVICES, LLC.
Plan sponsor
Name
ALLIED POWER SERVICES, LLC
EIN
37-1857278
Address
4171 ESSEN LANE, SUITE 525 · BATON ROUGE, LA · 70809
Phone
(225) 412-6435
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $223K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | INVESTMENT ADVISORY | $15K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $13K | — |
Investments
38 direct securities · 4 pooled funds· $33.8M(97% 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
$30.5M
38 holdings
Common Collective Trust
$3.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Vanguard 500 Index Admiral | — | — | — | $3.5M | 10.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2025 R6 | — | — | — | $3.3M | 9.5% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2035 R6 | — | — | — | $2.8M | 8.0% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.8% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2030 R6 | — | — | — | $2.5M | 7.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2020 R6 | — | — | — | $2.2M | 6.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2045 R6 | — | — | — | $1.9M | 5.6% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2040 R6 | — | — | — | $1.8M | 5.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2050 R6 | — | — | — | $1.4M | 4.0% | |
| Transamerica Life Insurance Company State Street Equity 500 Index | — | — | — | $1.0M | 2.9% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2055 R6 | — | — | — | $954K | 2.7% | |
| Transamerica Life Insurance Company Pioneer Equity Income Y | — | — | — | $830K | 2.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2015 R6 | — | — | — | $760K | 2.2% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2060 R6 | — | — | — | $707K | 2.0% | |
| Transamerica Life Insurance Company Transamerica Stable Value Focus Option | — | — | — | $647K | 1.9% | |
| Transamerica Life Insurance Company Vanguard Small Cap Index Adm | — | — | — | $593K | 1.7% | |
| Transamerica Life Insurance Company LOAN Funds | — | — | — | $521K | 1.5% | |
| Transamerica Life Insurance Company Vanguard Inflation Protected Secs Adm | — | — | — | $515K | 1.5% | |
| Transamerica Life Insurance Company MFS International Growth R6 | — | — | — | $508K | 1.5% | |
| Transamerica Life Insurance Company PIMCO International Bond (USD Hedged) Instl | — | — | — | $486K | 1.4% | |
| Transamerica Life Insurance Company Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $424K | 1.2% | |
| Transamerica Life Insurance Company Pioneer Bond Y | — | — | — | $409K | 1.2% | |
| Transamerica Life Insurance Company Jhancock Disciplined Value R6 | — | — | — | $378K | 1.1% | |
| Transamerica Life Insurance Company Vanguard FTSE All-Wld ex-US Idx Admiral | — | — | — | $360K | 1.0% | |
| Transamerica Life Insurance Company AB Small Cap Growth K | — | — | — | $334K | 1.0% | |
| Transamerica Life Insurance Company Jhancock Strategic Income Opps R6 | — | — | — | $241K | 0.7% | |
| INTERNATIONAL GROWTH FUND II FEE CL WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $227K | 0.7% | |
| Transamerica Life Insurance Company Franklin Small Cap Vlaue R6 | — | — | — | $222K | 0.6% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2065 R7 | — | — | — | $213K | 0.6% | |
| Transamerica Life Insurance Company Fidelity Mid Cap Growth Index | — | — | — | $188K | 0.5% | |
| PIONEER BOND FD TRUST R1 WILMINGTON TRUST · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $179K | 0.5% | |
| PGIM CORE CONSERVATIVE BOND CL R1 WILIMINGTON TRUST · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $166K | 0.5% | |
| Transamerica Life Insurance Company Fidelity Mid Cap Index | — | — | — | $143K | 0.4% | |
| Transamerica Life Insurance Company Vanguard Mid-Cap Value Index Admiral | — | — | — | $140K | 0.4% | |
| Transamerica Life Insurance Company Vanguard Real Estate Index Admiral | — | — | — | $116K | 0.3% | |
| Transamerica Life Insurance Company Fidelity Small Cap Index | — | — | — | $91K | 0.3% | |
| Transamerica Life Insurance Company Vanguard Energy Adm | — | — | — | $88K | 0.3% | |
| Transamerica Life Insurance Company DFA US Targeted Value | — | — | — | $86K | 0.2% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2010 R6 | — | — | — | $57K | 0.2% | |
| Transamerica Life Insurance Company MFS Utilities R6 | — | — | — | $40K | 0.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2070 R7 | — | — | — | $28K | <0.1% | |
| Transamerica Life Insurance Company T.Rowe Price New Era I | — | — | — | $11K | <0.1% |