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Original filing (PDF)20250904130954NAL0009743443001
ALDERCREST DEVELOPMENT CORP.
Form 5500
FILING_RECEIVED
ALDERCREST DEVELOPMENT CORP. 401(K) P/S PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
173
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALDERCREST DEVELOPMENT CORP..
Plan sponsor
Name
ALDERCREST DEVELOPMENT CORP.
EIN
22-1773842
Address
1655 ROUTE 9 · OLD BRIDGE, NJ · 08857
Phone
(732) 679-1600
Industry
Real Estatesee 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
2025-09-04
Pension benefit codes
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WISS & COMPANY, 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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | — | ADVISOR | $22K | — |
Investments
25 direct securities · 1 pooled fund· $7.3M(100% 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
$7.3M
25 holdings
Common Collective Trust
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | — | — | — | $1.3M | 18.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $953K | 13.0% | |
| American Funds American Funds American Mutual Fund Class R-6 | — | — | — | $619K | 8.4% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $580K | 7.9% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $558K | 7.6% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $526K | 7.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $443K | 6.0% | |
| Fidelity 500 Index Fund | — | — | — | $383K | 5.2% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $379K | 5.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $349K | 4.8% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $232K | 3.2% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $191K | 2.6% | |
| Brown Advisory Brown Advisory Sustainable Growth Fund Institutional Shares | — | — | — | $160K | 2.2% | |
| Fidelity Advisor Stock Selector Small Cap Fund Class Z | — | — | — | $122K | 1.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $108K | 1.5% | |
| Fidelity International Index Fund | — | — | — | $104K | 1.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $67K | 0.9% | |
| American Funds American Funds The Bond Fund of America Class R-8 | — | — | — | $60K | 0.8% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $60K | 0.8% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $42K | 0.6% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $38K | 0.5% | |
| American Century American Century Emerging Markets Fund R-6 Class | — | — | — | $13K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $11K | 0.2% | |
| Fidelity Freedom Income Fund Institutional Premium | — | — | — | $10K | 0.1% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $4K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $4K | <0.1% |
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