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Original filing (PDF)20250708074945NAL0002076499001
ALLESCO INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ALLESCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
120
Accounts w/ balance
117
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLESCO INDUSTRIES, INC..
Plan sponsor
Name
ALLESCO INDUSTRIES, INC.
EIN
05-0464524
Address
15 AMFLEX DR · CRANSTON, RI · 029212028
Phone
(401) 443-1475
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
2025-07-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SANSIVERI, KIMBALL & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $27K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $7.1M(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.
Uncategorized
$5.4M
25 holdings
Common Collective Trusts
$859K
1 holding
Common Collective Trust
$859K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class | — | — | — | $924K | 15.1% | |
| * T. Rowe Price Stable Value Fund | Common Collective Trusts | — | — | $859K | 14.0% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $859K | 14.0% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund I Class | — | — | — | $584K | 9.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I Class | — | — | — | $435K | 7.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund I Class | — | — | — | $362K | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class | — | — | — | $312K | 5.1% | |
| Fidelity Investments Fidelity International Index | — | — | — | $286K | 4.7% | |
| Vanguard Mid Cap Index | — | — | — | $282K | 4.6% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $276K | 4.5% | |
| Fidelity Investments Fidelity Large Cap Value Index | — | — | — | $238K | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund I Class | — | — | — | $237K | 3.9% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $214K | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I Class | — | — | — | $178K | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I Class | — | — | — | $178K | 2.9% | |
| DFA Emerging Markets Core Equity I | — | — | — | $155K | 2.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $137K | 2.2% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50% | — | — | — | $137K | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $117K | 1.9% | |
| American Funds American Funds Capital Income Builder R-6 | — | — | — | $79K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I Class | — | — | — | $63K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund I Class | — | — | — | $38K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund I Class | — | — | — | $38K | 0.6% | |
| Lord Abbett Lord Abbett Bond Debenture R-6 | — | — | — | $36K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund I Class | — | — | — | $33K | 0.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $32K | 0.5% | |
| Dodge & Cox Dodge & Cox Income Fund I | — | — | — | $26K | 0.4% |