Meredith McCaskey signed Allied Resources Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Resources Group LLC's EIN is 84-3908414.
Download the official 2024 Form 5500 (PDF) for Allied Resources Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Resources Group LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | — | TPA | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| YOURPATH AMERICAN FUNDS 2025 MOD | Mutual Funds | — | $232K | $2.9M | 11.0% | |
| VNGRD 500 INDX REGISTERED INVESTMENTS | Other securities | — | $5K | $2.8M | 10.9% | |
| YOURPATH AMERICAN FUNDS 2045 MOD | Mutual Funds | — | $172K | $2.3M | 9.0% | |
| YOURPATH AMERICAN FUNDS 2040 MOD | Mutual Funds | — | $164K | $2.2M | 8.4% | |
| YOURPATH AMERICAN FUNDS 2020 MOD | Mutual Funds | — | $146K | $1.8M | 6.8% | |
| YOURPATH AMERICAN FUNDS 2050 MOD | Mutual Funds | — | $127K | $1.7M | 6.6% | |
| YOURPATH AMERICAN FUNDS 2035 MOD | Mutual Funds | — | $118K | $1.5M | 5.9% | |
| LINCOLN STABLE VALUE ACCOUNT -LNGPA UNALLOCATED INSURANCE CONTRACTS | Stable Value | — | $1.1M | $1.3M | 4.9% | |
| YOURPATH AMERICAN FUNDS 2030 MOD | Mutual Funds | — | $97K | $1.2M | 4.7% | |
| YOURPATH AMERICAN FUNDS 2055 MOD | Mutual Funds | — | $71K | $977K | 3.8% | |
| AM FDS AMER BALNC REGISTERED INVESTMENTS | Other securities | — | $24K | $827K | 3.2% | |
| AM FDS WASH MUTL INVST REGISTERED INVESTMENTS | Other securities | — | $10K | $628K | 2.4% | |
| AM FDS AMCAP REGISTERED INVESTMENTS | Other securities | — | $13K | $559K | 2.1% | |
| VNGRD MIDCP GRWTH INDX REGISTERED INVESTMENTS | Other securities | — | $5K | $536K | 2.1% | |
| YOURPATH AMERICAN FUNDS 2060 MOD | Mutual Funds | — | $33K | $453K | 1.7% | |
| VNGRD MIDCP VALUE INDX REGISTERED INVESTMENTS | Other securities | — | $5K | $381K | 1.5% | |
| YOURPATH AM FDS 2025 AGG | Other securities | — | $29K | $362K | 1.4% | |
| AM FDS INVST CO OF AMER REGISTERED INVESTMENTS | Common Stocks | — | $6K | $329K | 1.3% | |
| YOURPATH AM FDS 2030 AGG | Other securities | — | $22K | $284K | 1.1% | |
| YOURPATH AM FDS 2055 AGG | Other securities | — | $19K | $240K | 0.9% | |
| VNGRD SMCP VALUE INDX REGISTERED INVESTMENTS | Other securities | — | $3K | $221K | 0.9% | |
| AM FDS INTL GR INC REGISTERED INVESTMENTS | Common Stocks | — | $5K | $189K | 0.7% | |
| YOURPATH AMERICAN FUNDS 2065 MOD | Mutual Funds | — | $13K | $173K | 0.7% | |
| YOURPATH AM FDS 2050 AGG | Other securities | — | $12K | $160K | 0.6% | |
| AM FDS NEW PRSPCT REGISTERED INVESTMENTS | Other securities | — | $3K | $156K | 0.6% | |
| YOURPATH AMERICAN FUNDS 2015 MOD | Mutual Funds | — | $13K | $151K | 0.6% | |
| BLKRK HIGH YLD BOND REGISTERED INVESTMENTS | Other securities | — | $20K | $139K | 0.5% | |
| BAIRD AGRGT BOND REGISTERED INVESTMENTS | U.S. Treasuries | — | $14K | $134K | 0.5% | |
| VNGRD INTL GRWTH REGISTERED INVESTMENTS | Other securities | — | $1K | $117K | 0.4% | |
| PIMCO DVRSFD INCM REGISTERED INVESTMENTS | Mutual Funds | — | $12K | $116K | 0.4% | |
| VNGRD REAL ESTAT INDX REGISTERED INVESTMENTS 871.8063 $ | Other securities | — | — | $110K | 0.4% | |
| YOURPATH AMERICAN FUNDS INCM MOD | Mutual Funds | — | $9K | $104K | 0.4% | |
| VNGRD DVLPD MRKTS INDX REGISTERED INVESTMENTS | Other securities | — | $6K | $96K | 0.4% | |
| YOURPATH AMERICAN FUNDS 2010 MOD | Mutual Funds | — | $8K | $90K | 0.3% | |
| YOURPATH AM FDS 2065 AGG | Other securities | — | $6K | $74K | 0.3% | |
| PIMCO CMMDTY REAL RTRN STRTGY REGISTERED INVESTMENTS | Mutual Funds | — | $5K | $72K | 0.3% | |
| PIMCO REAL RTRN REGISTERED INVESTMENTS | Mutual Funds | — | $7K | $65K | 0.2% | |
| STATE ST RSSLL SMCP GRWTH INDX NLS STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | $1K | $63K | 0.2% | |
| PIMCO SHRTRM REGISTERED INVESTMENTS | Mutual Funds | — | $6K | $62K | 0.2% | |
| AM FDS NEW WRLD REGISTERED INVESTMENTS 621.9579 $ | Other securities | — | — | $48K | 0.2% | |
| YOURPATH AMERICAN FUNDS 2040 CNSRV | Mutual Funds | — | $4K | $42K | 0.2% | |
| VNGRD INTL VALUE REGISTERED INVESTMENTS 955.4045 $ | Other securities | — | — | $36K | 0.1% | |
| YOURPATH AMERICAN FUNDS 2050 CNSRV | Mutual Funds | — | $3K | $31K | 0.1% | |
| YOURPATH AM FDS 2035 AGG | Other securities | — | $2K | $21K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2035 CNSRV | Mutual Funds | — | $2K | $20K | <0.1% | |
| YOURPATH AM FDS 2060 AGG 776.0760 $ | Other securities | — | — | $10K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2045 CNSRV 961.3960 $ | Mutual Funds | — | — | $10K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2065 CNSRV 633.1229 $ | Mutual Funds | — | — | $7K | <0.1% | |
| YOURPATH AM FDS 2020 AGG 606.0878 $ | Other securities | — | — | $7K | <0.1% | |
| PIMCO INTL BOND US DLLR HDGD REGISTERED INVESTMENTS 664.2436 $ | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
