Chuck Schultz signed Allstar Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allstar Holdings, LLC's EIN is 83-2752570.
Download the official 2024 Form 5500 (PDF) for Allstar Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allstar Holdings, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | $20K | $4.2M | 19.5% | |
| Vanguard Target Retirement 2040 INV | Mutual Funds | — | $42K | $1.8M | 8.5% | |
| Vanguard Target Retirement 2025 INV | Mutual Funds | — | $92K | $1.7M | 8.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | $177K | $1.7M | 7.8% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | Common Stocks | — | — | $1.4M | 6.4% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | $85K | $1.3M | 6.1% | |
| MFS Growth R6 | Mutual Funds | — | $6K | $1.2M | 5.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | $10K | $903K | 4.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $24K | $800K | 3.7% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | $26K | $776K | 3.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | $28K | $775K | 3.6% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | $32K | $743K | 3.5% | |
| Vanguard Target Retirement 2050 INV | Mutual Funds | — | $13K | $633K | 3.0% | |
| Vanguard Target Retirement 2030 INV | Mutual Funds | — | $12K | $446K | 2.1% | |
| Eaton Vance Atlanta Capital SMID-CAP R6 | Other securities | — | $10K | $401K | 1.9% | |
| American Funds Europacific GR R6 | Mutual Funds | — | $7K | $374K | 1.7% | |
| Vanguard Target Retirement 2035 INV | Mutual Funds | — | $15K | $357K | 1.7% | |
| Vanguard Target Retirement 2065 INV | Mutual Funds | — | $9K | $318K | 1.5% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | $4K | $238K | 1.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | $6K | $221K | 1.0% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | $4K | $209K | 1.0% | |
| DFA US Targeted Value I | Mutual Funds | — | $5K | $187K | 0.9% | |
| Notes Receivable from Participants; interest rates range from 4.25% - 10.50% and maturity dates through May 2036 | Bonds / Notes | — | — | $185K | 0.9% | |
| PGIM High Yield R6 | Other securities | — | $30K | $145K | 0.7% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | $8K | $137K | 0.6% | |
| Delaware Ivy Small Cap Growth R6 | Other securities | — | $4K | $94K | 0.4% | |
| Vanguard Target Retirement 2020 INV | Mutual Funds | — | $3K | $79K | 0.4% | |
| American Century Mid Cap Value R6 | Mutual Funds | — | $4K | $60K | 0.3% | |
| PIMCO Int Bond Inst 984 | U.S. Treasuries | — | — | $10K | <0.1% | |
| Vanguard Target Retirement Income Inv 410 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $37K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | ADVISOR | $0 | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | — | MAPLE GROVE, MN | CONTRACT ADMIN | $19K | — |
