Original filing (PDF)20251002114111NAL0000313939001

ALL-FILL, INC.

Name: ALL-FILL, INC. — AFI 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ALL-FILL, INC.

Form 5500

FILING_RECEIVED

AFI 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

158

Accounts w/ balance

191

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

58 bps in Schedule C fees — 101% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL-FILL, INC..

Plan sponsor

Name

ALL-FILL, INC.

EIN

23-1708547

Address

418 CREAMERY WAY · EXTON, PA · 19341

Phone

(484) 875-3412

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FISCHER CUNNANE & ASSOCIATES LTD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	47-2534181	—	RECORDKEEPER	$71K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL - RP	04-3046611	—	INVESTMENT ADVISOR	$50K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE MANDMARBLESTONE GROUP, LLC	20-4780677	—	TPA	$15K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	INVESTMENT MGMT	$3K	—

Investments

27 direct securities · 1 pooled fund· $23.8M(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

$22.4M

27 holdings

Common Collective Trust

$1.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
MassMutual Group Annuity Contract Guaranteed Interest Account	—	—	—	$3.4M	14.2%
MM S&P 500 Index Fd Mutual Fund	—	—	—	$2.9M	12.3%
JPMorgan Mid Cap Growth Fund R6 Mutual Fund	—	—	—	$2.7M	11.3%
JP Morgan Equity Income Fund R6 Mutual Fund	—	—	—	$1.7M	6.9%
MM Slct T. Rowe Pr Rtmt 2030 Fd Mutual Fund	—	—	—	$1.5M	6.3%
AMERICAN CENTURY US PRM LRG CAP GR AMERICAN CENTURY CIT · EIN 30-6406015 / PN 027	Common Collective Trust	—	—	$1.5M	6.1%
Vanguard Balanced Index Fund ADM Mutual Fund	—	—	—	$1.4M	5.8%
MM Slct T. Rowe Pr Rtmt 2050 Fd Mutual Fund	—	—	—	$1.2M	5.2%
American Funds Bond Fund of Amer R6 Mutual Fund	—	—	—	$1.2M	4.9%
Vanguard Mid Cap Index Fund ADM Mutual Fund	—	—	—	$819K	3.4%
American Funds Small Cap World R6 Mutual Fund	—	—	—	$768K	3.2%
MM Slct T. Rowe Pr Rtmt 2045 Fd Mutual Fund	—	—	—	$718K	3.0%
American Funds EuroPacific Gr Fund R6 Mutual Fund	—	—	—	$696K	2.9%
MM Slct T. Rowe Pr Rtmt 2060 Fd Mutual Fund	—	—	—	$400K	1.7%
Vanguard Small Cap Index Fund ADM Mutual Fund	—	—	—	$386K	1.6%
MM Slct T. Rowe Pr Rtmt 2055 Fd Mutual Fund	—	—	—	$352K	1.5%
DFA Real Estate Securities I Mutual Fund	—	—	—	$319K	1.3%
MM Slct T. Rowe Pr Rtmt 2035 Fd Mutual Fund	—	—	—	$285K	1.2%
MM Slct T. Rowe Pr Rtmt 2025 Fd Mutual Fund	—	—	—	$276K	1.2%
Participant Loans Interest rates 4.25% - 9.50% -0-	—	—	—	$273K	1.1%
MM Slct T. Rowe Pr Rtmt 2040 Fd Mutual Fund	—	—	—	$265K	1.1%
American Funds New World R6 Mutual Fund	—	—	—	$259K	1.1%
MM Premier Money Market Funds R5 Money Market Fund ** 752 Allspring Special Mid Cap Value R6 Mutual Fund	—	—	—	$225K	0.9%
Neuberger Berman Strategic Income Fd R6 Mutual Fund	—	—	—	$124K	0.5%
PIMCO Commodities PLUS Strategy Instl Fd Mutual Fund	—	—	—	$106K	0.4%
JP Morgan Small Cap Value Fund R6 Mutual Fund	—	—	—	$105K	0.4%
MM Slct T. Rowe Pr Rtmt 2005 Fd Mutual Fund ** 801 * MM Slct T. Rowe Pr Rtmt 2020 Fd Mutual Fund	—	—	—	$59K	0.2%
JP Morgan Small Cap Growth Fd R6 Mutual Fund	—	—	—	$5K	<0.1%