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Original filing (PDF)20250917123555NAL0000534176001
ALPHA GRAINGER MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
ALPHA GRAINGER MANUFACTURING, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
136
Accounts w/ balance
115
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
84
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wilmington Trust SPA Balanced Portfolio Common Collective Trust" is 32% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA GRAINGER MANUFACTURING, INC..
Plan sponsor
Name
ALPHA GRAINGER MANUFACTURING, INC.
EIN
04-2590960
Address
20 DISCOVERY WAY · FRANKLIN, MA · 02038
Phone
(508) 520-4006
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $28K | — |
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $19K | — |
Investments
4 direct securities · 10 pooled funds· $11.7M(100% 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.
Common Collective Trust
$10.6M
10 holdings
Uncategorized
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPA BALANCED PORTFOLIO R6 GREAT GRAY TRUST COMPANY, LLC · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $3.7M | 33.1% | |
| SPA GROWTH PORTFOLIO R6 GREAT GRAY TRUST COMPANY, LLC · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $3.6M | 32.0% | |
| SPA AGGRESIVE PORTFOLIO R6 GREAT GRAY TRUST COMPANY, LLC · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $1.4M | 12.7% | |
| SPA MODERATE PORTFOLIO R6 GREAT GRAY TRUST COMPANY, LLC · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $911K | 8.1% | |
| Fidelity Total Market Index Fund - Investor Class Mutual Fund | — | — | — | $637K | 5.7% | |
| BLACKROCK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $501K | 4.4% | |
| GREAT GRAY CIT III METLIFE GRP ANNU GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $417K | 3.7% | |
| WTRISC CIT III MetLife Group 28974 Common Collect Trust | — | — | — | $416K | 3.7% | |
| Blackrock Mid Cap equity Index Common Collect Trust | — | — | — | $14K | 0.1% | |
| BLACKROCK MID CAP EQUITY IND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $14K | 0.1% | |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $10K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Money Market | — | — | — | $7K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% |
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