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Original filing (PDF)20250922163908NAL0012824706001
ALLIED RESOURCES GROUP LLC
Form 5500
FILING_RECEIVED
ALLIED RESOURCES GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
546
Accounts w/ balance
388
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED RESOURCES GROUP LLC.
Plan sponsor
Name
ALLIED RESOURCES GROUP LLC
EIN
84-3908414
Address
135 DOWLIN FORGE RD · EXTON, PA · 19341
Phone
(610) 423-4609
Industry
Admin Support & Waste Mgmtsee 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
2025-09-22
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOSEPH J LYONS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | — | TPA | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $91K | — |
Investments
50 direct securities · 1 pooled fund· $25.8M(99% of reported assets)
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.
Uncategorized
$25.8M
50 holdings
Common Collective Trust
$63K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| YOURPATH AMERICAN FUNDS 2025 MOD | — | — | $232K | $2.9M | 11.0% | |
| VNGRD 500 INDX REGISTERED INVESTMENTS | — | — | $5K | $2.8M | 10.9% | |
| YOURPATH AMERICAN FUNDS 2045 MOD | — | — | $172K | $2.3M | 9.0% | |
| YOURPATH AMERICAN FUNDS 2040 MOD | — | — | $164K | $2.2M | 8.4% | |
| YOURPATH AMERICAN FUNDS 2020 MOD | — | — | $146K | $1.8M | 6.8% | |
| YOURPATH AMERICAN FUNDS 2050 MOD | — | — | $127K | $1.7M | 6.6% | |
| YOURPATH AMERICAN FUNDS 2035 MOD | — | — | $118K | $1.5M | 5.9% | |
| LINCOLN STABLE VALUE ACCOUNT -LNGPA UNALLOCATED INSURANCE CONTRACTS | — | — | $1.1M | $1.3M | 4.9% | |
| YOURPATH AMERICAN FUNDS 2030 MOD | — | — | $97K | $1.2M | 4.7% | |
| YOURPATH AMERICAN FUNDS 2055 MOD | — | — | $71K | $977K | 3.8% | |
| AM FDS AMER BALNC REGISTERED INVESTMENTS | — | — | $24K | $827K | 3.2% | |
| AM FDS WASH MUTL INVST REGISTERED INVESTMENTS | — | — | $10K | $628K | 2.4% | |
| AM FDS AMCAP REGISTERED INVESTMENTS | — | — | $13K | $559K | 2.1% | |
| VNGRD MIDCP GRWTH INDX REGISTERED INVESTMENTS | — | — | $5K | $536K | 2.1% | |
| YOURPATH AMERICAN FUNDS 2060 MOD | — | — | $33K | $453K | 1.7% | |
| VNGRD MIDCP VALUE INDX REGISTERED INVESTMENTS | — | — | $5K | $381K | 1.5% | |
| YOURPATH AM FDS 2025 AGG | — | — | $29K | $362K | 1.4% | |
| AM FDS INVST CO OF AMER REGISTERED INVESTMENTS | — | — | $6K | $329K | 1.3% | |
| YOURPATH AM FDS 2030 AGG | — | — | $22K | $284K | 1.1% | |
| YOURPATH AM FDS 2055 AGG | — | — | $19K | $240K | 0.9% | |
| VNGRD SMCP VALUE INDX REGISTERED INVESTMENTS | — | — | $3K | $221K | 0.9% | |
| AM FDS INTL GR INC REGISTERED INVESTMENTS | — | — | $5K | $189K | 0.7% | |
| YOURPATH AMERICAN FUNDS 2065 MOD | — | — | $13K | $173K | 0.7% | |
| YOURPATH AM FDS 2050 AGG | — | — | $12K | $160K | 0.6% | |
| AM FDS NEW PRSPCT REGISTERED INVESTMENTS | — | — | $3K | $156K | 0.6% | |
| YOURPATH AMERICAN FUNDS 2015 MOD | — | — | $13K | $151K | 0.6% | |
| BLKRK HIGH YLD BOND REGISTERED INVESTMENTS | — | — | $20K | $139K | 0.5% | |
| BAIRD AGRGT BOND REGISTERED INVESTMENTS | — | — | $14K | $134K | 0.5% | |
| VNGRD INTL GRWTH REGISTERED INVESTMENTS | — | — | $1K | $117K | 0.4% | |
| PIMCO DVRSFD INCM REGISTERED INVESTMENTS | — | — | $12K | $116K | 0.4% | |
| VNGRD REAL ESTAT INDX REGISTERED INVESTMENTS 871.8063 $ | — | — | — | $110K | 0.4% | |
| YOURPATH AMERICAN FUNDS INCM MOD | — | — | $9K | $104K | 0.4% | |
| VNGRD DVLPD MRKTS INDX REGISTERED INVESTMENTS | — | — | $6K | $96K | 0.4% | |
| YOURPATH AMERICAN FUNDS 2010 MOD | — | — | $8K | $90K | 0.3% | |
| YOURPATH AM FDS 2065 AGG | — | — | $6K | $74K | 0.3% | |
| PIMCO CMMDTY REAL RTRN STRTGY REGISTERED INVESTMENTS | — | — | $5K | $72K | 0.3% | |
| PIMCO REAL RTRN REGISTERED INVESTMENTS | — | — | $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 | — | — | $6K | $62K | 0.2% | |
| AM FDS NEW WRLD REGISTERED INVESTMENTS 621.9579 $ | — | — | — | $48K | 0.2% | |
| YOURPATH AMERICAN FUNDS 2040 CNSRV | — | — | $4K | $42K | 0.2% | |
| VNGRD INTL VALUE REGISTERED INVESTMENTS 955.4045 $ | — | — | — | $36K | 0.1% | |
| YOURPATH AMERICAN FUNDS 2050 CNSRV | — | — | $3K | $31K | 0.1% | |
| YOURPATH AM FDS 2035 AGG | — | — | $2K | $21K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2035 CNSRV | — | — | $2K | $20K | <0.1% | |
| YOURPATH AM FDS 2060 AGG 776.0760 $ | — | — | — | $10K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2045 CNSRV 961.3960 $ | — | — | — | $10K | <0.1% | |
| YOURPATH AMERICAN FUNDS 2065 CNSRV 633.1229 $ | — | — | — | $7K | <0.1% | |
| YOURPATH AM FDS 2020 AGG 606.0878 $ | — | — | — | $7K | <0.1% | |
| PIMCO INTL BOND US DLLR HDGD REGISTERED INVESTMENTS 664.2436 $ | — | — | — | $7K | <0.1% | |
| YOURPATH AM FDS 2045 AGG 474.5130 $ | — | — | — | $5K | <0.1% |
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