Original filing (PDF)20250515121307NAL0029080816001

ALIMED, INC.

Name: ALIMED, INC. — ALIMED 401(K) PLAN, Form 5500 (2024)
Creator: ALIMED, INC.

Form 5500

FILING_RECEIVED

ALIMED 401(K) PLAN

401(k) retirement plan

Active participants

178

Accounts w/ balance

224

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

How this plan invests

This plan

37 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIMED, INC..

Plan sponsor

Name

ALIMED, INC.

EIN

04-2577770

Address

297 HIGH STREET · DEDHAM, MA · 02026

Phone

(781) 329-2900

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

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)

3B · Covers self-employed individuals

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS LLC	13-4078005	—	ADVISOR	$9K	—

Investments

37 direct securities· $9.7M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FID FDM IDX 2025 IPR	—	110,133.096	$2.0M	$2.0M	20.8%
FID FDM IDX 2035 IPR	—	62,045.886	$1.4M	$1.4M	14.7%
FID FDM IDX 2045 IPR	—	43,190.696	$1.0M	$1.1M	11.4%
FID FDM IDX 2030 IPR	—	50,881.699	$985K	$1.0M	10.4%
FID FDM IDX 2040 IPR	—	37,700.679	$848K	$928K	9.4%
FID 500 INDEX	—	2,714.153	$415K	$554K	5.6%
FID FDM IDX 2060 IPR	—	21,421.678	$344K	$388K	3.9%
FID GOVT MMKT	—	330,034.72	$330K	$330K	3.4%
FID FDM IDX 2020 IPR	—	19,343.645	$318K	$305K	3.1%
FID FDM IDX 2055 IPR	—	10,662.45	$203K	$228K	2.3%
FID FDM IDX 2050 IPR	—	7,885.051	$184K	$205K	2.1%
FID FDM IDX INC IPR	—	14,070.478	$164K	$165K	1.7%
OUTSTANDING LOAN BALANCE	—	—	—	$133K	1.4%
AF BALANCED R6	—	3,712.04	$113K	$128K	1.3%
FID FDM IDX 2065 IPR	—	7,964.715	$104K	$117K	1.2%
CBA LG CAP GR I	—	1,525.438	$97K	$114K	1.2%
FID FDM IDX 2015 IPR	—	6,858.383	$102K	$98K	1.0%
BLKRK MIDCAP GRTH IS	—	1,441.055	$56K	$62K	0.6%
DFA US LARGE COMPANY	—	1,568.155	$48K	$61K	0.6%
FID EXTD MKT IDX	—	614.936	$47K	$56K	0.6%
NB LG CAP VAL INST	—	846.671	$37K	$38K	0.4%
EV ATL CAP SMID-CP I	—	822.408	$28K	$34K	0.3%
AS SPL MID CP VAL R6	—	658.906	$29K	$32K	0.3%
VRTS K SM-CAP GR I	—	803.685	$28K	$27K	0.3%
BWG HIGH YIELD IS	—	2,493.002	$27K	$26K	0.3%
JPM US LGCP CR PL R5	—	1,029.654	$23K	$22K	0.2%
C&S REAL ESTATE I	—	1,230.136	$20K	$21K	0.2%
FKLN GLOBAL EQUITY I	—	441.411	$11K	$11K	0.1%
MFS INTL INTR VAL R6	—	166.774	$7K	$6K	<0.1%
EV FLOATING RT ADV I	—	557.327	$6K	$6K	<0.1%
AMG RR SM CP VAL Z	—	276.978	$4K	$4K	<0.1%
AS SPL SM CP VAL ADM	—	103.872	$4K	$4K	<0.1%
VANG STRATEGIC EQ	—	86.336	$3K	$3K	<0.1%
PIMCO INCOME ADM	—	271.108	$3K	$3K	<0.1%
EV EM&FTR CNTRS EQ I	—	60.083	$874	$857	<0.1%
JHANCOCK BOND R6	—	45.713	$710	$610	<0.1%
VANG INFL PROT ADM	—	2.651	$67	$60	<0.1%