Allied Power Services, LLC's EIN is 37-1857278.
Download the official 2024 Form 5500 (PDF) for Allied Power Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Power Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | INVESTMENT ADVISORY | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.5M | 10.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $3.3M | 9.5% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.5M | 7.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2020 R6 | Mutual Funds | — | — | $2.2M | 6.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $1.9M | 5.6% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $1.8M | 5.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $1.4M | 4.0% | |
| Transamerica Life Insurance Company State Street Equity 500 Index | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $954K | 2.7% | |
| Transamerica Life Insurance Company Pioneer Equity Income Y | Common Stocks | — | — | $830K | 2.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $760K | 2.2% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $707K | 2.0% | |
| Transamerica Life Insurance Company Transamerica Stable Value Focus Option | Stable Value | — | — | $647K | 1.9% | |
| Transamerica Life Insurance Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $593K | 1.7% | |
| Transamerica Life Insurance Company LOAN Funds | Common Stocks | — | — | $521K | 1.5% | |
| Transamerica Life Insurance Company Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $515K | 1.5% | |
| Transamerica Life Insurance Company MFS International Growth R6 | Mutual Funds | — | — | $508K | 1.5% | |
| Transamerica Life Insurance Company PIMCO International Bond (USD Hedged) Instl | Mutual Funds | — | — | $486K | 1.4% | |
| Transamerica Life Insurance Company Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $424K | 1.2% | |
| Transamerica Life Insurance Company Pioneer Bond Y | Common Stocks | — | — | $409K | 1.2% | |
| Transamerica Life Insurance Company Jhancock Disciplined Value R6 | Common Stocks | — | — | $378K | 1.1% | |
| Transamerica Life Insurance Company Vanguard FTSE All-Wld ex-US Idx Admiral | Common Collective Trusts | — | — | $360K | 1.0% | |
| Transamerica Life Insurance Company AB Small Cap Growth K | Common Stocks | — | — | $334K | 1.0% | |
| Transamerica Life Insurance Company Jhancock Strategic Income Opps R6 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $222K | 0.6% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2065 R7 | Mutual Funds | — | — | $213K | 0.6% | |
| Transamerica Life Insurance Company Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $143K | 0.4% | |
| Transamerica Life Insurance Company Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $140K | 0.4% | |
| Transamerica Life Insurance Company Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $116K | 0.3% | |
| Transamerica Life Insurance Company Fidelity Small Cap Index | Mutual Funds | — | — | $91K | 0.3% | |
| Transamerica Life Insurance Company Vanguard Energy Adm | Mutual Funds | — | — | $88K | 0.3% | |
| Transamerica Life Insurance Company DFA US Targeted Value | Mutual Funds | — | — | $86K | 0.2% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2010 R6 | Mutual Funds | — | — | $57K | 0.2% | |
| Transamerica Life Insurance Company MFS Utilities R6 | Mutual Funds | — | — | $40K | 0.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date Ret 2070 R7 | Mutual Funds | — | — | $28K | <0.1% | |
| Transamerica Life Insurance Company T.Rowe Price New Era I | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $13K | — |
