Debbie Villanueva signed Allied Telesis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Telesis, Inc.'s EIN is 77-0165055.
Download the official 2024 Form 5500 (PDF) for Allied Telesis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Telesis, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $51 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 |
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 Mutual Fund | Common Collective Trusts | — | — | $10.4M | 20.2% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7.6M | 14.7% | |
| WILMGT TR CIT FRANKLIN GROWTH CIT GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $4.6M | 8.8% | |
| PUTNAM LARGE CAP VALUE IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $3.5M | 6.9% | |
| Schwab Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.8M | 5.5% | |
| American Funds Europacific Growth Mutual Fund | Mutual Funds | — | — | $2.6M | 5.1% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 5.1% | |
| Carillon Eagle MDCP Growth Mutual Fund | Other securities | — | — | $2.4M | 4.7% | |
| Victory SYC EST Value Mutual Fund | Other securities | — | — | $2.1M | 4.1% | |
| T. Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $1.5M | 3.0% | |
| T. Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $1.5M | 2.9% | |
| Fidelity Puritan Mutual Fund | Mutual Funds | — | — | $1.4M | 2.8% | |
| Vanguard Explorer Admiral SHRS Mutual Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| T. Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $882K | 1.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $862K | 1.7% | |
| T. Rowe Price Retirement 2025 Mutual Fund | Other securities | — | — | $829K | 1.6% | |
| American Funds Global Balance Mutual Fund | Mutual Funds | — | — | $602K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $593K | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 Registered Investment Company | Mutual Funds | — | — | $592K | 1.1% | |
| MFS New Discovery Value Mutual Fund | Mutual Funds | — | — | $570K | 1.1% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $540K | 1.0% | |
| T. Rowe Price Retirement 2015 Mutual Fund | Other securities | — | — | $534K | 1.0% | |
| T. Rowe Price Retirement 2030 Mutual Fund | Other securities | — | — | $524K | 1.0% | |
| Participant loans Rates from 3.25% to 8.50% - 0 - | Bonds / Notes | — | — | $241K | 0.5% | |
| T ROWE PRICE RETIREMENT 2050 Registered Investment Company | Mutual Funds | — | — | $218K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual Fund | Other securities | — | — | $146K | 0.3% | |
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $110K | 0.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
