Andrea Castro-Fatjo signed Allosource's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allosource's EIN is 84-1327507.
Download the official 2024 Form 5500 (PDF) for Allosource from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allosource's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH | 48-1233289 | — | INVESTMENT ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $8.4M | 13.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $5.6M | 8.9% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $5.5M | 8.8% | |
| Blackrock Lifepath Index Retment K | Other securities | — | — | $5.4M | 8.6% | |
| Fidelity Blue Chip Gr K6 | Mutual Funds | — | — | $5.0M | 7.9% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $4.9M | 7.9% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $4.8M | 7.6% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $3.1M | 5.0% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $2.9M | 4.6% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $2.6M | 4.2% | |
| MFS Intl Gr R6 | Mutual Funds | — | — | $2.3M | 3.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.7M | 2.7% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.6M | 2.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.4M | 2.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 2.0% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $1.1M | 1.8% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | Other securities | — | — | $1.1M | 1.7% | |
| Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $803K | 1.3% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $663K | 1.1% | |
| JPMorgan Govt Bd R6 | Other securities | — | — | $638K | 1.0% | |
| T. Rowe Price T. Rowe Price Intgrtd US Sm-cp Gr Eq I | Other securities | — | — | $579K | 0.9% | |
| Victory Sycamore Est Val R6 | Other securities | — | — | $452K | 0.7% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $452K | 0.7% | |
| Goldman Sachs Goldman Sachs Sm cp Val Insights R6 | Other securities | — | — | $306K | 0.5% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $265K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $50 | — |
