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Original filing (PDF)20251003142840NAL0001512161001
ALDO US, INC.
Form 5500
FILING_RECEIVED
ALDO US, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,393
Accounts w/ balance
247
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALDO US, INC..
Plan sponsor
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
2025-10-03
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
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $35K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $20K | — |
Investments
24 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral 7,653 shares of mutual fund | — | — | $8K | $1.6M | 18.8% | |
| Vanguard Mid-Cap Index Admiral 3,306 shares of mutual fund | — | — | $3K | $1.1M | 12.6% | |
| Vanguard Target Retirement 2045 31,516 shares of mutual fund | — | — | $32K | $935K | 10.9% | |
| Columbia Contrarian Core Institutional 3 22,218 shares of mutual fund | — | — | $22K | $811K | 9.4% | |
| Columbia Balanced Institutional 3 14,492 shares of mutual fund | — | — | $14K | $753K | 8.8% | |
| Vanguard Target Retirement 2055 10,984 shares of mutual fund | — | — | $11K | $611K | 7.1% | |
| Vanguard Target Retirement 2050 10,865 shares of mutual fund | — | — | $11K | $541K | 6.3% | |
| Vanguard Target Retirement 2035 20,644 shares of mutual fund | — | — | $21K | $495K | 5.8% | |
| Vanguard Value Index Admiral 5,533 shares of mutual fund | — | — | $6K | $365K | 4.3% | |
| Vanguard Target Retirement 2040 6,222 shares of mutual fund | — | — | $6K | $269K | 3.1% | |
| Pioneer Strategic Income – K 21,344 shares of mutual fund | — | — | $21K | $201K | 2.3% | |
| Loans to participants Varying maturity dates with interest rates ranging from 5.25% to 10.5% | — | — | — | $187K | 2.2% | |
| Vanguard Small-Cap Index Admiral 1,258 shares of mutual fund | — | — | $1K | $145K | 1.7% | |
| Vanguard Target Retirement Income 10,667 shares of mutual fund | — | — | $11K | $140K | 1.6% | |
| DFA Global Small Company Institutional 8,757 shares of mutual fund | — | — | $9K | $135K | 1.6% | |
| Market Fund R6 market fund | — | — | — | $118K | 1.4% | |
| American Funds New World R6 996 shares of mutual fund | — | — | — | $74K | 0.9% | |
| Vanguard Interm-Term Bond Index Admiral 4,195 shares of mutual fund | — | — | $4K | $42K | 0.5% | |
| MSF International Growth – R6 415 shares of mutual fund | — | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2030 257 shares of mutual fund | — | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2025 504 shares of mutual fund | — | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2060 167 shares of mutual fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2065 147 shares of mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 93 shares of mutual fund | — | — | — | $2K | <0.1% |