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Original filing (PDF)20250415132804NAL0001510387001

ALKEGEN

Form 5500
FILING_RECEIVED
RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERFACE PERFORMANCE MATERIALS, INC.
Defined-benefit pension plan
Signals · 1
14 service providers
Active participants
57
Accounts w/ balance
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALKEGEN.
Plan sponsor
Name
ALKEGEN
EIN
06-0865505
Address
180 GLASTONBURY BLVD. · SUITE 201 · GLASTONBURY, CT · 06033
Phone
(860) 646-1233
Industry
Manufacturingsee all
Plan administrator
Name
ALKEGEN BENEFITS COMMITTEE
EIN
06-0866505
City
GLASTONBURY, CT
Phone
(860) 406-3671
Plan characteristics
Plan number
020
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

14 rows
Other
14
NameEINLocationRelationDirect compIndirect comp
FIDUCIENT ADVISORS LLCCHICAGO, ILNONE$51K
CONRAD SIEGEL23-1669823HARRISBURG, PANONE$31K
PRINCIPAL FINANCIAL GROUP42-1466678NONE$19K
US BANK, NA31-0841368NONE$16K
ARGA INVESTMENT MANAGEMENT, LPOAKS, PANONE$0
CONESTOGA CAPITAL ADVISORS, LLCRADNOR, PANONE$0
DODGE & COX94-1441976NONE$0
FIDELITY & RESEARCH COMPANY06-1194217NONE$0
FIDELITY & RESEARCH COMPANY06-1194217NONE$0
GQG PARTNERS LLCKANSAS CITY, MONONE$0
HOTCHKIS & WILEY CAPITAL MANAGEMENTLOS ANGELES, CANONE$0
MASSACHUSETTS FINANCIAL SERVICES COBOSTON, MANONE$0
METROPOLITAN WEST ASSET LLC95-4597302NONE$0
PRINCIPAL GLOBAL INVESTORS LLC42-1520346NONE$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.