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Original filing (PDF)20251015160301NAL0006863456001
ALLEGIS GROUP, INC.
Form 5500
FILING_RECEIVED
ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN TWO
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170,251
Accounts w/ balance
18,419
Plan assets (EOY)
$288.6M
Net assets (EOY)
$288.6M
How this plan invests
This plan
28 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 33 bps in Schedule C fees — 229% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEGIS GROUP, INC..
Plan sponsor
Name
ALLEGIS GROUP, INC.
EIN
52-1304931
Address
7312 PARKWAY DR · HANOVER, MD · 21076
Phone
(866) 886-9798
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $935K | — |
| SC&H ATTEST SERVICES, P.C. | 52-1743645 | — | NONE | $9K | — |
| CAPTRUST | 26-0058143 | — | NONE | $6K | — |
Investments
24 direct securities · 28 pooled funds· $296.5M(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.
Common Collective Trust
$257.2M
28 holdings
Uncategorized
$39.3M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $32.1M | 11.1% | |
| VANGUARD TRGT RTMT 2045 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $24.5M | 8.5% | |
| VANGUARD TRGT RTMT 2055 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $24.0M | 8.3% | |
| VANGUARD TRGT RTMT 2050 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $23.3M | 8.1% | |
| VANGUARD TRGT RTMT 2035 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $22.5M | 7.8% | |
| VANGUARD TRGT RTMT 2060 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $20.3M | 7.0% | |
| VANGUARD TRGT RTMT 2040 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $19.9M | 6.9% | |
| VANGUARD TRGT RTMT 2030 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $19.3M | 6.7% | |
| T. ROWE PRICE GR STK TR C CIT T ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $15.1M | 5.2% | |
| VANGUARD TRGT RTMT 2025 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $14.1M | 4.9% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $12.3M | 4.3% | |
| VANGUARD TRGT RTMT 2065 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $10.1M | 3.5% | |
| American Funds Investment Company of America R6 Interest in registered investment companies xx | — | — | — | $7.7M | 2.7% | |
| VANGUARD TRGT RTMT 2020 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $6.2M | 2.1% | |
| JPMorgan Mid Cap Value Institutional Interest in registered investment companies xx | — | — | — | $4.4M | 1.5% | |
| MassMutual Mid Cap Growth Class I Interest in registered investment companies xx | — | — | — | $3.8M | 1.3% | |
| with maturity dates through November 2034 - | — | — | — | $2.9M | 1.0% | |
| Northern Trust Aggregate Bond Index Tier 3 Interest in common/collective trusts xx | — | — | — | $2.7M | 0.9% | |
| NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.7M | 0.9% | |
| VANGUARD TRGT RTMT INC TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.9% | |
| Northern Trust Extended Energy Market Tier 3 Index Interest in common/collective trusts xx | — | — | — | $2.4M | 0.8% | |
| NT COLL EXT EQY MKT IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| American Funds EuroPacific Growth R6 TR Interest in registered investment companies xx | — | — | — | $2.3M | 0.8% | |
| Neuberger Berman Genesis R6 Interest in registered investment companies xx | — | — | — | $2.2M | 0.8% | |
| MFS International Intrinsic Value R6 Interest in registered investment companies xx | — | — | — | $2.2M | 0.8% | |
| Victory Small Company Opportunity I Interest in registered investment companies xx | — | — | — | $2.1M | 0.7% | |
| JPMorgan Core Plus Bond Fund Class R6 Interest in registered investment companies xx | — | — | — | $1.8M | 0.6% | |
| Northern Trust All Country World Index Ex-US IMI Interest in common/collective trusts xx | — | — | — | $1.3M | 0.5% | |
| NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| VANGUARD TAR RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Fidelity Small Cap Growth K6 Fund Interest in registered investment companies xx | — | — | — | $1.2M | 0.4% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Principal BlackRock International Equity Index Interest in common/collective trusts xx | — | — | — | $608K | 0.2% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $608K | 0.2% | |
| Principal BlackRock US Aggregate Bond Index Interest in common/collective trusts xx | — | — | — | $309K | 0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $309K | 0.1% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $297K | 0.1% | |
| Principal BlackRock S&P MidCap Index Interest in common/collective trusts xx | — | — | — | $267K | <0.1% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $267K | <0.1% | |
| Acadian Emerging Markets Institutional Interest in registered investment companies xx | — | — | — | $253K | <0.1% | |
| Northern Global Real Estate Index TR Interest in registered investment companies xx | — | — | — | $206K | <0.1% | |
| Principal BlackRock Russell 2000 Index Interest in common/collective trusts xx | — | — | — | $201K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $201K | <0.1% | |
| American Funds EuroPacific Growth Fund R6 Interest in registered investment companies xx | — | — | — | $198K | <0.1% | |
| PIMCO Real Return Institutional TR Interest in registered investment companies xx | — | — | — | $158K | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $144K | <0.1% | |
| Principal T.Rowe Price Growth Stock TR Interest in common/collective trusts xx | — | — | — | $112K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $112K | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $86K | <0.1% | |
| PIMCO High Yield I-TR Interest in registered investment companies xx | — | — | — | $42K | <0.1% | |
| MFS Value Fund Class R6 Interest in registered investment companies xx | — | — | — | $2K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |