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Original filing (PDF)20250721054254NAL0000406787001
ALLYIS
Form 5500
FILING_RECEIVED
ALLYIS RETIREMENT PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
138
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLYIS.
Plan sponsor
Name
ALLYIS
EIN
91-1862878
Address
17425 NE UNION HILL ROAD, · SUITE 100 · REDMOND, WA · 98052
Phone
(425) 691-5822
Industry
Professional & Technical Servicessee 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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | 71-1004774 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
28 direct securities· $9.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $1.8M | 18.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 12.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $801K | 8.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $758K | 8.1% | |
| FIDELITY GROWTH COMPANY FUND | Registered Investment Companies | — | — | $592K | 6.3% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $536K | 5.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $524K | 5.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $483K | 5.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $454K | 4.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $434K | 4.6% | |
| FIDELITY VALUE FUND | Registered Investment Companies | — | — | $340K | 3.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $226K | 2.4% | |
| VAN WINDSOR II FUND - INV | Registered Investment Companies | — | — | $199K | 2.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $180K | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $142K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $106K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $95K | 1.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $89K | 0.9% | |
| FIDELITY INVESTMENT GRADE BOND | Registered Investment Companies | — | — | $82K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $80K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $62K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $37K | 0.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $32K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $31K | 0.3% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $27K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $18K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $14K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $6K | <0.1% |