Original filing (PDF)20251003144437NAL0001524657001

A.L. GEORGE LLC

Name: A.L. GEORGE LLC — A.L. GEORGE LLC. 401(K) SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: A.L. GEORGE LLC

Form 5500

FILING_RECEIVED

A.L. GEORGE LLC. 401(K) SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

240

Accounts w/ balance

211

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.L. GEORGE LLC.

Plan sponsor

Name

A.L. GEORGE LLC

EIN

16-1613705

Address

7655 EDGECOMB DR · LIVERPOOL, NY · 13088

Phone

(315) 451-8360

Industry

Wholesale Tradesee 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

2025-10-03

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS LLC	—	MINNEAPOLIS, MN	INVESTMENT ADVISOR	$38K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $511K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
FEDERATED HERM CAPITAL PRES SP FEDERATED INVESTORS · EIN 22-2712853 / PN 000	Common Collective Trust	$511K	3.2%

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