KIM Nguyen signed Allied Stone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Stone, Inc.'s EIN is 73-1571695.
Download the official 2024 Form 5500 (PDF) for Allied Stone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Stone, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS LLC | 65-0978008 | — | ADVISOR/CONSULTANT | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds TRGT Date 2030 R6 | Mutual Funds | — | — | $760K | 14.3% | |
| American Funds TRGT Date 2040 R6 | Mutual Funds | — | — | $665K | 12.5% | |
| American Funds TRGT Date 2045 R6 | Mutual Funds | — | — | $582K | 11.0% | |
| American Funds TRGT Date 2035 R6 | Mutual Funds | — | — | $478K | 9.0% | |
| American Funds TRGT Date 2050 R6 | Mutual Funds | — | — | $463K | 8.7% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $352K | 6.6% | |
| American Funds TRGT Date 2055 R6 | Mutual Funds | — | — | $350K | 6.6% | |
| American Funds TRGT Date 2025 R6 | Mutual Funds | — | — | $337K | 6.4% | |
| JPMorgan LG Cap Growth R6 | Other securities | — | — | $280K | 5.3% | |
| American Funds TRGT Date 2060 R6 | Mutual Funds | — | — | $179K | 3.4% | |
| AS Core Bond R6 | Other securities | — | — | $106K | 2.0% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $93K | 1.8% | |
| maturities through December 2029 - | Other securities | — | — | $93K | 1.7% | |
| BlackRock High Yield K | Other securities | — | — | $91K | 1.7% | |
| Fidelity Total MKT IDX | Common Collective Trusts | — | — | $85K | 1.6% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $70K | 1.3% | |
| C&S Real Estate Z | Other securities | — | — | $51K | 1.0% | |
| American Funds TRGT Date 2065 R6 | Mutual Funds | — | — | $47K | 0.9% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $45K | 0.9% | |
| PIMCO INTL BD US$H I ** 85 Dimensional Fund Advisors Small Cap I | Mutual Funds | — | — | $33K | 0.6% | |
| Putnam Small Cap GR R6 | Mutual Funds | — | — | $24K | 0.4% | |
| IS MSCI EAFE INTL K | Other securities | — | — | $21K | 0.4% | |
| American Funds TRGT Date 2015 R6 | Mutual Funds | — | — | $21K | 0.4% | |
| Dimensional Fund Advisors Target VAL I | Mutual Funds | — | — | $19K | 0.4% | |
| American Century MD CP VAL R6 ** 94 American Funds EUROPAC Growth R6 ** 245 American Funds New World R6 | Mutual Funds | — | — | $18K | 0.3% | |
| American Funds TRGT Date 2020 R6 | Mutual Funds | — | — | $18K | 0.3% | |
| Gabelli Money market | Cash / Money Market | — | — | $14K | 0.3% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Interest-bearing cash * Fidelity Conversion account | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors INF PRT SEC PORT | Mutual Funds | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND STATE STREET BANK · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK · EIN 90-0337987 / PN 362 | 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.
