Back to filter
Original filing (PDF)20251009051942NAL0006163457001
ALLY BUILDING SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ALLY BUILDING SOLUTIONS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
416
Accounts w/ balance
293
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
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 (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLY BUILDING SOLUTIONS, LLC.
Plan sponsor
Name
ALLY BUILDING SOLUTIONS, LLC
EIN
99-0483800
Address
7272 KINGSPOINTE PKWY #650 · ORLANDO, FL · 32819
Phone
(407) 930-7135
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SAS ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Investments
27 direct securities · 1 pooled fund· $5.4M(98% 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.
Registered Investment Companies
$5.4M
27 holdings
Common Collective Trust
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $969K | 17.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $962K | 17.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $797K | 14.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $639K | 11.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $421K | 7.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $348K | 6.3% | |
| FID FREEDOM INDEX 2010 PREMIER 478 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $336K | 6.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $224K | 4.0% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $202K | 3.6% | |
| ISHARES MSCI EAFE INTL INDEX K 188 REGISTERED INVESTMENT COMPANY AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $102K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $53K | 0.9% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $52K | 0.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $42K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $42K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $42K | 0.8% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $34K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $28K | 0.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $26K | 0.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| FID FREE INDX 2015 PREM 437 REGISTERED INVESTMENT COMPANY MFS TOTAL RETURN - R6 523 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $20K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $19K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $15K | 0.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $14K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| JANUS HENDERSON TRITON FUND N 574 REGISTERED INVESTMENT COMPANY PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $6K | 0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Construction plans
J W REW COMPANY INC
J. W. REW CO., INC. 401(K) PLAN
$5.5M · 6 participants
AUTOMATIC ENTRANCES OF WISCONSIN, INC.
AUTOMATIC ENTRANCES OF WISCONSIN, INC. PROFIT SHARING PLAN
$5.5M · 41 participants
JOHN L. CARTER SPRINKLER COMPANY, INC.
JOHN L. CARTER SPRINKLER COMPANY, INC. 401(K) PROFIT SHARING PLAN
$5.5M · 34 participants
INDUSTRIAL SYSTEMS OF CAPE GIRARDEAU
INDUSTRIAL SYSTEMS OF CAPE GIRARDEAU, INC. PROFIT SHARING PLAN
$5.5M · 12 participants
LIBERTY CONTROLS, INC.
LIBERTY CONTROLS, INC. 401(K) PROFIT SHARING PLAN
$5.4M · 4 participants
OVERHEAD DOOR COMPANY OF GRAND RAPIDS, INC.
OVERHEAD DOOR COMPANY OF GRAND RAPIDS, INC. 401(K) PROFIT SHARING RETIREMENT FUND
$5.4M · 31 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants