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Original filing (PDF)20251015080700NAL0002090243001
ALL WAYS SAFE, LLC
Form 5500
FILING_RECEIVED
ALL WAYS SAFE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
270
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL WAYS SAFE, LLC.
Plan sponsor
Name
ALL WAYS SAFE, LLC
EIN
82-3204897
Address
159 S. MCDONALD ST. · MCDONALD, PA · 15057
Phone
(412) 301-2300
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-6817943 | NORFOLK, VA | INVESTMENT PLATFORM | $22K | — |
Investments
25 direct securities· $4.4M(89% of reported assets)
Uncategorized
$4.0M
24 holdings
Mutual Funds
$330K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2060 R-5E | — | — | — | $685K | 14.0% | |
| American Funds Investment Company of America R-5E | — | — | — | $670K | 13.7% | |
| American Funds Target Date 2040 R-5E | — | — | — | $487K | 10.0% | |
| American Funds Target Date 2035 R-5E | — | — | — | $376K | 7.7% | |
| s * American Funds AMCAP Fund R-5E | Mutual Funds | — | — | $330K | 6.7% | |
| American Funds Target Date 2045 R-5E | — | — | — | $261K | 5.3% | |
| American Funds Target Date 2055 R-5E | — | — | — | $228K | 4.7% | |
| American Funds Washington Mutual R-5E | — | — | — | $202K | 4.1% | |
| American Funds Target Date 2050 R-5E | — | — | — | $169K | 3.5% | |
| American Funds Target Date 2025 R-5E | — | — | — | $137K | 2.8% | |
| American Funds Target Date 2030 R-5E | — | — | — | $131K | 2.7% | |
| American Funds Target Date 2015 R-5E | — | — | — | $95K | 1.9% | |
| American Funds Small Cap R-5E | — | — | — | $85K | 1.7% | |
| American Funds SMALLCAP WORLD FUND‐R5E | — | — | — | $85K | 1.7% | |
| American Funds New World R-5E | — | — | — | $76K | 1.6% | |
| American Funds Target Date 2065 R-5E | — | — | — | $60K | 1.2% | |
| American Funds Target Date 2020 R-5E | — | — | — | $47K | 1.0% | |
| American Funds Bond Fund of America R-5E | — | — | — | $41K | 0.8% | |
| American Funds EuroPacific Growth R-5E | — | — | — | $40K | 0.8% | |
| American Funds Inflation Linked Bond Fund R-5E | — | — | — | $39K | 0.8% | |
| American Funds US Government Money Market R-5E | — | — | — | $35K | 0.7% | |
| American Funds Target Date 2010 R-5E | — | — | — | $28K | 0.6% | |
| American Funds US Government Securities Fund R-5E | — | — | — | $23K | 0.5% | |
| American Funds CAPITAL WORLD BOND FUND‐R5E | — | — | — | $22K | 0.4% | |
| American Funds Intermediate Bond Fund of America R-5E | — | — | — | $21K | 0.4% |
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