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Original filing (PDF)20251002093333NAL0000264497001
ALLPOINTS SERVICES CORP.
Form 5500
FILING_RECEIVED
ALLPOINTS SERVICES CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
192
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
11 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLPOINTS SERVICES CORP..
Plan sponsor
Name
ALLPOINTS SERVICES CORP.
EIN
76-0552988
Address
1515 WITTE RD · HOUSTON, TX · 77080
Phone
(713) 468-7707
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPENSATION STRATEGIES ADMIN SVCS | — | BEAUMONT, TX | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
25 direct securities · 11 pooled funds· $5.7M(98% 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.
Uncategorized
$4.3M
25 holdings
Common Collective Trust
$1.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $872K | 15.0% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $854K | 14.7% | |
| Putnam Investments Putnam Dynamic Asset Allocation Growth Y | — | — | — | $619K | 10.6% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $584K | 10.0% | |
| Putnam Investments Putnam Dynamic Asset Allocation Bal Y | — | — | — | $290K | 5.0% | |
| AllianceBernstein L.P. AB Global Bond Adv 2 Allspring Global Investments Holdings, LLC Allspring Special Small Cap Value R6 | — | — | — | $223K | 3.8% | |
| Fidelity Small Cap Index | — | — | — | $220K | 3.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $179K | 3.1% | |
| J.P. Morgan Asset Management JPMorgan US Research Enhanced Equity R6 | — | — | — | $161K | 2.8% | |
| Pacific Investment Management Company LLC Pimco Stocks Plus Small Institutional | — | — | — | $154K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $151K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $145K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $141K | 2.4% | |
| Fidelity International Index | — | — | — | $113K | 1.9% | |
| J.P. Morgan Asset Management JPMorgan Emerging Markets Equity R6 | — | — | — | $102K | 1.8% | |
| Putnam Investments Putnam Dynamic Asset Allocation Con Y | — | — | — | $101K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $78K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $71K | 1.2% | |
| Fidelity US Bond Index | — | — | — | $70K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $68K | 1.2% | |
| Janus Henderson Investors Janus Henderson Triton N | — | — | — | $63K | 1.1% | |
| Hartford Funds Management Company, LLC Hartford International Opportunities R6 | — | — | — | $61K | 1.1% | |
| Fidelity Advisor Total Bond I | — | — | — | $58K | 1.0% | |
| MFS Investment Management MFS Global Equity R6 | — | — | — | $50K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $50K | 0.9% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $45K | 0.8% | |
| Victory Capital Management Inc. Pioneer Strategic Income Y | — | — | — | $40K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $29K | 0.5% | |
| Virtus Investment Partners, Inc. Virtus Kar Mid-Cap Growth R6 | — | — | — | $28K | 0.5% | |
| Parnassus Investments, LLC Parnassus Mid Cap Institutional | — | — | — | $27K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $22K | 0.4% | |
| MFS Investment Management MFS Mid Cap Value R6 | — | — | — | $17K | 0.3% | |
| MFS Investment Management MFS Value R6 | — | — | — | $14K | 0.2% | |
| Manning & Napier Advisors, Inc. Manning & Napier High Yield Bond I | — | — | — | $12K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $4K | <0.1% | |
| John Hancock Investment Management LLC John Hancock International Growth R6 | — | — | — | $2K | <0.1% |
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