Christopher Beaudoin signed Allen Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Institute's EIN is 91-2155317.
Download the official 2024 Form 5500 (PDF) for Allen Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Institute's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $28.0M | 18.7% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $15.3M | 10.2% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $14.7M | 9.8% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $11.1M | 7.4% | |
| Fidelity Select Technology Mutual Fund | Mutual Funds | — | — | $9.5M | 6.3% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $8.1M | 5.4% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $7.8M | 5.2% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $7.1M | 4.8% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $6.8M | 4.5% | |
| AB US Large Cap Growth Collective Trust Fund | Common Collective Trusts | — | — | $5.8M | 3.9% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.8M | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $4.0M | 2.7% | |
| Goldman Sachs Stable Value Collective Trust Collective Trust Fund | Stable Value | — | — | $3.5M | 2.3% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.5M | 2.3% | |
| DFA US Targeted Value Portfolio Mutual Fund | Mutual Funds | — | — | $3.2M | 2.1% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.9% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $2.9M | 1.9% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $2.8M | 1.9% | |
| William Blair Small-Mid Cap Growth Mutual Fund | Other securities | — | — | $2.7M | 1.8% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $2.6M | 1.7% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| Harding Loevner International Equity Mutual Fund | Other securities | — | — | $1.7M | 1.1% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 1.1% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 1.0% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $851K | 0.6% | |
| Columbia High Yield Bond Mutual Fund | Other securities | — | — | $703K | 0.5% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $661K | 0.4% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | Bonds / Notes | — | — | $568K | 0.4% | |
| TRP RET BLEND 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $278K | 0.2% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
