Back to filter
Original filing (PDF)20250801123444NAL0006238881001
COMMAND ALKON INCORPORATED
Form 5500
FILING_RECEIVED
COMMAND ALKON INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
394
Accounts w/ balance
500
Plan assets (EOY)
$68.8M
Net assets (EOY)
$68.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
Knocking points off
- Top holding "[DFE: MELLON STABLE VAL M (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMAND ALKON INCORPORATED.
Plan sponsor
Name
COMMAND ALKON INCORPORATED
EIN
20-2902185
Address
6750 CROSBY COURT · DUBLIN, OH · 43016
Phone
(205) 879-3282
Industry
Professional & Technical Servicessee 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
2025-08-01
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP, INC
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 | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 63-1229657 | — | ADVISOR | $71K | — |
Investments
1 pooled fund· $1.0M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.0M | 1.5% |
Related plans
Other plans using WAVERLY ADVISORS LLC
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
$694.3M · 1,172 participants
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
$627.6M · 1,160 participants
MAYNARD NEXSEN PC
MAYNARD NEXSEN PC 401(K) MASTER TRUST
$419.0M
MAYNARD NEXSEN, PC
MAYNARD NEXSEN, PC 401(K) PLAN & TRUST
$409.8M · 801 participants
PHELPS DUNBAR, LLP
PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN
$294.9M · 727 participants
WARREN AVERETT COMPANIES, LLC
WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN
$195.9M · 703 participants
Similar-size Professional & Technical Services plans
INFINITY SYSTEMS ENGINEERING
INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN
$70.0M · 288 participants
AERODYNE INDUSTRIES LLC
AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN
$70.1M · 787 participants
INTERVISION SYSTEMS, LLC
INTERVISION SYSTEMS, LLC. 401(K) PROFIT SHARING PLAN
$70.7M · 379 participants
ARCHER TECHNOLOGIES LLC
ARCHER RETIREMENT PLAN
$65.4M · 380 participants
RISKONNECT, INC.
RISKONNECT, INC. 401(K) PROFIT SHARING PLAN
$64.9M · 609 participants
LOGICAL SYSTEMS, LLC
LOGICAL SYSTEMS 401(K) PLAN
$73.6M · 304 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants