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Original filing (PDF)20250818152745NAL0002786594001
D'ALLESSANDRO CORP.
Form 5500
FILING_RECEIVED
D'ALLESSANDRO CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
116
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D'ALLESSANDRO CORP..
Plan sponsor
Name
D'ALLESSANDRO CORP.
EIN
04-2958565
Address
254 PLEASANT STREET · WEST BRIDGEWATER, MA · 02379
Phone
(508) 559-6400
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LMHS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $573 | — |
Investments
29 direct securities· $13.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Amrcn Fnds 2025 Trgt Dt Ret Fd | — | — | — | $3.2M | 24.2% | |
| American Funds Amrcn Fnds 2030 Trgt Dt Ret Fd | — | — | — | $2.4M | 18.3% | |
| American Funds Amrcn Fnds 2040 Trgt Dt Ret Fd | — | — | — | $1.9M | 13.9% | |
| American Funds Amrcn Fnds 2035 Trgt Dt Ret Fd | — | — | — | $1.3M | 10.0% | |
| American Funds Amrcn Fnds 2045 Trgt Dt Ret Fd | — | — | — | $733K | 5.5% | |
| American Funds Amrcn Fnds 2055 Trgt Dt Ret Fd | — | — | — | $728K | 5.5% | |
| MassMutual Guaranteed Interest Account | — | — | — | $664K | 5.0% | |
| American Funds Amrcn Fnds 2050 Trgt Dt Ret Fd | — | — | — | $497K | 3.7% | |
| American Funds Amrcn Fnds 2020 Trgt Dt Ret Fd | — | — | — | $494K | 3.7% | |
| Participants Notes Receivable From Participants Interest Rates at 3.25% - 7.00% - | — | — | — | $307K | 2.3% | |
| Charles Schwab PCRA | — | — | — | $201K | 1.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $187K | 1.4% | |
| American Funds American Funds Grth Fnd America | — | — | — | $97K | 0.7% | |
| Vanguard 500 Index Fund | — | — | — | $84K | 0.6% | |
| American Funds American Funds New Prspctve Fd | — | — | — | $73K | 0.5% | |
| Vanguard Intrm-Trm Bnd Indx Fd | — | — | — | $71K | 0.5% | |
| John Hancock JHancock3 Disciplined Value Fd | — | — | — | $65K | 0.5% | |
| American Funds AmerFunds EuroPacific Gr Fund | — | — | — | $59K | 0.4% | |
| Vanguard Vngrd Emrg Mrkts Stck Indx Fd | — | — | — | $51K | 0.4% | |
| JP Morgan JP Morgan US Rsrch Enhcd Eq Fd | — | — | — | $47K | 0.4% | |
| JP Morgan JPMorgan Mid Cap Growth Fund | — | — | — | $46K | 0.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $44K | 0.3% | |
| Janus Henderson Janus Henderson Triton Fd | — | — | — | $30K | 0.2% | |
| American Funds American Conserv G/I Portfolia | — | — | — | $17K | 0.1% | |
| American Century American Cntury Real Estate Fd | — | — | — | $17K | 0.1% | |
| PIMCO Commodity Real Ret Strat | — | — | — | $8K | <0.1% | |
| American Funds American Funds American Balanced | — | — | — | $7K | <0.1% | |
| Fidelity Advisor Strategic Growth Income | — | — | — | $3K | <0.1% | |
| American Funds US Government Money Market | — | — | — | $1K | <0.1% |
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