Robert Greer signed Allegis Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allegis Group, Inc.'s EIN is 52-1304931.
Download the official 2024 Form 5500 (PDF) for Allegis Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allegis Group, Inc.'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 | — | NONE | $935K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | 52-1743645 | — | NONE | $9K | — |
| CAPTRUST | 26-0058143 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $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 | Other securities | — | — | $4.4M | 1.5% | |
| MassMutual Mid Cap Growth Class I Interest in registered investment companies xx | Other securities | — | — | $3.8M | 1.3% | |
| with maturity dates through November 2034 - | Other securities | — | — | $2.9M | 1.0% | |
| Northern Trust Aggregate Bond Index Tier 3 Interest in common/collective trusts xx | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $2.3M | 0.8% | |
| Neuberger Berman Genesis R6 Interest in registered investment companies xx | Other securities | — | — | $2.2M | 0.8% | |
| MFS International Intrinsic Value R6 Interest in registered investment companies xx | Mutual Funds | — | — | $2.2M | 0.8% | |
| Victory Small Company Opportunity I Interest in registered investment companies xx | Common Stocks | — | — | $2.1M | 0.7% | |
| JPMorgan Core Plus Bond Fund Class R6 Interest in registered investment companies xx | Other securities | — | — | $1.8M | 0.6% | |
| Northern Trust All Country World Index Ex-US IMI Interest in common/collective trusts xx | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $253K | <0.1% | |
| Northern Global Real Estate Index TR Interest in registered investment companies xx | Other securities | — | — | $206K | <0.1% | |
| Principal BlackRock Russell 2000 Index Interest in common/collective trusts xx | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $198K | <0.1% | |
| PIMCO Real Return Institutional TR Interest in registered investment companies xx | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $6K |
| — |
