Shelby Peralta signed Allpoints Services Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allpoints Services Corp.'s EIN is 76-0552988.
Download the official 2024 Form 5500 (PDF) for Allpoints Services Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allpoints Services Corp.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPENSATION STRATEGIES ADMIN SVCS |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $872K | 15.0% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $854K | 14.7% | |
| Putnam Investments Putnam Dynamic Asset Allocation Growth Y | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $290K | 5.0% | |
| AllianceBernstein L.P. AB Global Bond Adv 2 Allspring Global Investments Holdings, LLC Allspring Special Small Cap Value R6 | Common Stocks | — | — | $223K | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $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 | Other securities | — | — | $161K | 2.8% | |
| Pacific Investment Management Company LLC Pimco Stocks Plus Small Institutional | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $113K | 1.9% | |
| J.P. Morgan Asset Management JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $102K | 1.8% | |
| Putnam Investments Putnam Dynamic Asset Allocation Con Y | Mutual Funds | — | — | $101K | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $63K | 1.1% | |
| Hartford Funds Management Company, LLC Hartford International Opportunities R6 | Common Stocks | — | — | $61K | 1.1% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $58K | 1.0% | |
| MFS Investment Management MFS Global Equity R6 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $45K | 0.8% | |
| Victory Capital Management Inc. Pioneer Strategic Income Y | Common Stocks | — | — | $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 | Common Stocks | — | — | $28K | 0.5% | |
| Parnassus Investments, LLC Parnassus Mid Cap Institutional | Other securities | — | — | $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 | Mutual Funds | — | — | $17K | 0.3% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Manning & Napier Advisors, Inc. Manning & Napier High Yield Bond I | Common Stocks | — | — | $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 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BEAUMONT, TX |
| CONTRACT ADMIN |
| $3K |
| — |
