ALLMAN & ALLMAN A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST
- Address: PO BOX 3915,PALM DESERT,CA
- Contact person: GENNA ALLMAN
- Phone: (760) 773-1120
| Investment Options of ALLMAN & ALLMAN A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST (as of 2022) |
|---|
| NUVEEN SMALL CAP VALUE RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| OPPENHEIMER MAIN STREET SMALL- & MI (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| SSGA SMALL CAP INDEX RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| INVESCO CHARTER RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA PARTNERS HIGH YIELD BO (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| Click for all funds ↓↓↓ |
| OPPENHEIMER INTERNATIONAL DIVERSIFI (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL RET WITH BLAC (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| WMC QUALITY GROWTH EQUITY RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| OPPENHEIMER GLOBAL RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| AEGON BOND RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| BLACKROCK EQUITY DIVIDEND RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| FRANKLIN SMALL-MID CAP GROWTH RET A (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| EVERGREEN CORE BOND RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| GOLDMAN SACHS STRUCTURED LARGE CAP (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| COLUMBIA INCOME OPPORTUNITIES RET A (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA PARTNERS STOCK INDEX R (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| OPPENHEIMER EQUITY INCOME RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| AMERICAN CENTURY EQUITY GROWTH RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA INTERNATIONAL EQUITY R (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| AEGON BALANCED RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| VANGUARD TARGET RETIREMENT 2010 RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| GOLDMAN SACHS MID CAP VALUE RET ACC (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PIMCO TOTAL RETURN RET ACC PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| AMERICAN CENTURY GOVERNMENT BOND RE (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| FIRST EAGLE OVERSEAS RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PIMCO REAL RETURN RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| THORNBURG INTERNATIONAL VALUE RET A (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| MFS INTERNATIONAL VALUE RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| MORGAN STANLEY GROWTH RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| LOOMIS SAYLES INVESTMENT GRADE BOND (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| VANGUARD SMALL-CAP INDEX RET ACCT P (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| WMC CORE EQUITY RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| NUVEEN MID CAP GROWTH OPPORTUNITIES (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| NUVEEN SMALL CAP SELECT RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| INVESCO INTERNATIONAL GROWTH RET AC (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| LEGG MASON CLEARBRIDGE APPRECIATION (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| OPPENHEIMER DEVELOPING MARKETS RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PIONEER OAK RIDGE SMALL CAP GROWTH (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| HARTFORD SMALL CAP GROWTH HLS RET A (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| INVESCO COMSTOCK RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PIONEER BOND RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| VANGUARD TARGET RETIREMENT 2015 RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| BLACKROCK LIFEPATH INDEX 2020 RET A (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| VANGUARD TOTAL STOCK MARKET INDEX R (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| DFA INFLATION-PROTECTED SECURITIES (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| IVY CORE EQUITY RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA CASH RESERVE RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| JP MORGAN GOVERNMENT SECURITIES RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| SSGA MID-CAP INDEX RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TEMPLETON FOREIGN RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PRUDENTIAL TOTAL RETURN BOND RET AC (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| AMERICAN CENTURY MID CAP VALUE RET (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| FIDELITY ADVISOR SMALL CAP RET ACCT (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| PRUDENTIAL JENNISON MID CAP GROWTH (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| WELLS FARGO ADVANTAGE GROWTH RET AC (TRANSAMERICA FINANCIAL LIFE INSURAN) |
| JANUS TRITON RET ACCT PX (TRANSAMERICA FINANCIAL LIFE INSURAN) |
ALLMAN & ALLMAN A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total number of retirement plan participants in ALLMAN & ALLMAN A PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST is 8
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