All PEO, Inc.'s EIN is 93-1231290.
Download the official 2024 Form 5500 (PDF) for All PEO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)All PEO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MANAGEMENT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $33K | — |
| ALL PEO, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Fund (1) | Common Collective Trusts | — | — | $1.3M | 27.6% | |
| Vanguard Federal Money Market Fund Mutual Fund (1) | Mutual Funds | — | — | $839K | 17.8% | |
| Vanguard Intermediate-Term Bond Index Ad Mutual Fund (1) | Mutual Funds | — | — | $498K | 10.6% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | Mutual Funds | — | — | $449K | 9.5% | |
| Fidelity US Bond Index Mutual Fund (1) | Mutual Funds | — | — | $247K | 5.2% | |
| iShares MSCI EAFE International Index K Mutual Fund (1) | Other securities | — | — | $241K | 5.1% | |
| Vanguard Consumer Staples Index Mutual Fund (1) | Mutual Funds | — | — | $198K | 4.2% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | Mutual Funds | — | — | $106K | 2.2% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) 774 Vanguard Target Retirement 2030 Mutual Fund (1) | Mutual Funds | — | — | $98K | 2.1% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | Mutual Funds | — | — | $97K | 2.1% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | Mutual Funds | — | — | $90K | 1.9% | |
| Notes Receivable from Participants (interest rate range 4.25% - 9.50%) | Bonds / Notes | — | — | $74K | 1.6% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | Mutual Funds | — | — | $73K | 1.5% | |
| Vanguard Utilities Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $54K | 1.1% | |
| Fidelity 500 Index Mutual Fund (1) | Common Collective Trusts | — | — | $35K | 0.7% | |
| Fidelity Select Technology Mutual Fund (1) | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | Mutual Funds | — | — | $22K | 0.5% | |
| Vanguard Growth Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $21K | 0.5% | |
| DFA Real Estate Securities Mutual Fund (1) | Mutual Funds | — | — | $20K | 0.4% | |
| Franklin Utilities R6 Mutual Fund (1) 358 American Funds EuroPacifc R6 Mutual Fund (1) | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Explorer Adm Mutual Fund (1) | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Value Index Fund Admiral Mutual Fund (1) | Common Collective Trusts | — | — | $9K | 0.2% | |
| Invesco Oppenheimer Gold & Special Minerals I Mutual Fund (1) | Mutual Funds | — | — | $8K | 0.2% | |
| American Funds Bond Fund of America R6 Mutual Fund (1) 165 DFA Inflation Protected SEC Port Mutual Fund (1) | Mutual Funds | — | — | $5K | 0.1% | |
| BlackRock Health Sciences K Mutual Fund (1) | Other securities | — | — | $4K | <0.1% | |
| American Funds New Perspective R6 Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small Cap Index Admiral Mutual Fund (1) 712 Vanguard Small Cap Value Index Adm Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund (1) 200 Vanguard Mid Cap Value Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Emerging Markets Core Equity Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Short-Term Federal Admiral Mutual Fund (1) 284 Vanguard Short-Term Inf Prot Index Admir Mutual Fund (1) | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-1231290 |
| — |
| PLAN ADMINISTRATOR |
| $7K |
| — |
