Chadwick Savage signed ALLY Pediatric Therapy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALLY Pediatric Therapy, LLC's EIN is 47-3519860.
Download the official 2024 Form 5500 (PDF) for ALLY Pediatric Therapy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALLY Pediatric Therapy, 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 | $48K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $836 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 |
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 | |||||
|---|---|---|---|---|---|---|
| 11 Transamerica Trust Company Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $1.1M | 37.8% | |
| 12 Transamerica Trust Company Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $678K | 22.6% | |
| 9 Transamerica Trust Company Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $374K | 12.4% | |
| 10 Transamerica Trust Company Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $145K | 4.8% | |
| 1 * Transamerica Life Insurance Company Transamerica Stable Value Ascend Option | Stable Value | — | — | $114K | 3.8% | |
| 5 Transamerica Trust Company Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $114K | 3.8% | |
| 7 Transamerica Trust Company Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $108K | 3.6% | |
| 3 Transamerica Trust Company JPMorgan Large Cap Growth | Common Stocks | — | — | $66K | 2.2% | |
| 8 Transamerica Trust Company Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $65K | 2.2% | |
| 13 Transamerica Trust Company Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $58K | 1.9% | |
| 2 Transamerica Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $24K | 0.8% | |
| 6 Transamerica Trust Company Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $8K | 0.3% | |
| 4 Transamerica Trust Company Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $4K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $0 |
| — |
