Ryan Shurtz signed Allen Communication Learning SER's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Communication Learning SER's EIN is 54-1936766.
Download the official 2024 Form 5500 (PDF) for Allen Communication Learning SER from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Communication Learning SER'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE FINANCIAL LLC | 92-3881045 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTIMGR LIFESTYLE MOD R6 | Registered Investment Companies | — | — | $1.4M | 23.0% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $649K | 10.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $471K | 7.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $377K | 6.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $376K | 6.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $331K | 5.4% | |
| JH MULTIMGR LIFESTYLE AGG R6 | Registered Investment Companies | — | — | $263K | 4.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $244K | 4.0% | |
| JH MULTIMGR LIFESTYLE GRTH R6 | Registered Investment Companies | — | — | $236K | 3.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $208K | 3.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $194K | 3.2% | |
| FIDELITY ADV LEV CO STOCK I | Registered Investment Companies | — | — | $175K | 2.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $168K | 2.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $159K | 2.6% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $133K | 2.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $129K | 2.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $99K | 1.6% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $97K | 1.6% | |
| MACQUARIE BALANCED R6 | Registered Investment Companies | — | — | $89K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $56K | 0.9% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $55K | 0.9% | |
| MAC SCIENCE AND TECH INST | Registered Investment Companies | — | — | $38K | 0.6% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $27K | 0.4% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $24K | 0.4% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $22K | 0.4% | |
| JH MULTIMGR LIFESTYLE BAL R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| JH MULTIMGR LIFESTYLE CONS R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
