Nicole Haddock signed Allan Bros, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allan Bros, Inc.'s EIN is 91-0754316.
Download the official 2024 Form 5500 (PDF) for Allan Bros, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allan Bros, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $52K |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO EQUAL WEIGHT SP 500 R6 | Registered Investment Companies | — | — | $2.4M | 10.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 8.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 8.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 5.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $979K | 4.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $965K | 4.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $924K | 4.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $790K | 3.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $760K | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $755K | 3.4% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $641K | 2.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $638K | 2.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $426K | 1.9% | |
| TRANSAMERICA CAPITAL GROWTH I | Registered Investment Companies | — | — | $346K | 1.6% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $326K | 1.5% | |
| MFS TECHNOLOGY FUND - R6 | Registered Investment Companies | — | — | $295K | 1.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $266K | 1.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $196K | 0.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $181K | 0.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $169K | 0.8% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $123K | 0.6% | |
| VAN INFL PROTECT SEC INV | Registered Investment Companies | — | — | $97K | 0.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $83K | 0.4% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $80K | 0.4% | |
| PIM STOCKSPLUS LONG DUR INST | Registered Investment Companies | — | — | $65K | 0.3% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $35K | 0.2% | |
| NUVEEN SMALL CAP VALUE I | Registered Investment Companies | — | — | $31K | 0.1% | |
| THORNBURG INT GROWTH R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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