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Original filing (PDF)20251008105735NAL0002939859001
A.L.M. HOLDING COMPANY
Form 5500
FILING_RECEIVED
SECURITY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
866
Accounts w/ balance
1,077
Plan assets (EOY)
$327.7M
Net assets (EOY)
$327.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.L.M. HOLDING COMPANY.
Plan sponsor
Name
A.L.M. HOLDING COMPANY
EIN
20-0520252
Address
920 10TH AVENUE · ONALASKA, WI · 54650
Phone
(608) 783-6411
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 14 pooled funds· $314.3M(96% 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
$174.5M
14 holdings
Common Collective Trust
$139.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Contrafund K6 | — | — | — | $60.0M | 18.3% | |
| FID 500 Index | — | — | — | $34.6M | 10.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $21.2M | 6.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.0M | 5.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.0M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.6M | 4.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.0M | 4.0% | |
| FID Low-Priced ST K6 | — | — | — | $11.2M | 3.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $10.4M | 3.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.2M | 3.1% | |
| TRP New Horizons I | — | — | — | $10.2M | 3.1% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $9.6M | 2.9% | |
| AF Europac Growth R6 | — | — | — | $9.4M | 2.9% | |
| FID Mid Cap IDX | — | — | — | $9.3M | 2.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.6% | |
| TRP Value I | — | — | — | $8.1M | 2.5% | |
| Vanguard Tot Bd Mkt Inst | — | — | — | $7.8M | 2.4% | |
| Brokerage Link | — | — | — | $7.4M | 2.3% | |
| Vanguard VMMR-Fed Money Market | — | — | — | $6.7M | 2.1% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $5.9M | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.1% | |
| TRP INTL Discovery I | — | — | — | $3.8M | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.1% | |
| FID Small Cap GR K6 | — | — | — | $2.7M | 0.8% | |
| Blackrock Tot Return K | — | — | — | $2.6M | 0.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.6% | |
| PIM Glb Bd Op US | — | — | — | $745K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $316K | <0.1% |
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