How big is Alene Candles, LLC's plan?

Alene Candles, LLC's plan reported $16.4M in assets and 393 participants for 2024.

Original filing (PDF)20251006085936NAL0006082160001

Alene Candles, LLC

Name: Alene Candles, LLC — Alene Candles, LLC 401(k), Form 5500 (2024)
Creator: Alene Candles, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alene Candles, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Alene Candles, LLC's Alene Candles, LLC 401(k) Retirement Savings Plan held $16.4M in plan assets for 393 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

393

Accounts w/ balance

223

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

People on this filing

Heidi EBOL signed Alene Candles, LLC's 2024 Form 5500 as plan administrator.

Heidi EBOL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alene Candles, LLC's EIN is 26-3807409.

EIN 26-3807409

Plan number 001

Plan year 2024

ACK ID 20251006085936NAL0006082160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alene Candles, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alene Candles, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALENE CANDLES, LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

ALENE CANDLES, LLC

EIN

all filings

Address

51 SCARBOROUGH LN · MILFORD, NH · 03055

Phone

(603) 673-5050

Industry

Manufacturing

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

2025-10-06

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities· $16.4M(100% of reported assets)

Mutual Funds

$12.7M

22 holdings

Common Collective Trusts

$2.4M

4 holdings

Other securities

$992K

7 holdings

Common Stocks

$225K

1 holding

U.S. Treasuries

$136K

1 holding

					% of plan
Fidelity Freedom 2035 Fund Class K "	Mutual Funds	—	—	$2.1M	12.8%
Fidelity Freedom 2040 Fund Class K "	Mutual Funds	—	—	$1.7M	10.3%
Fidelity Freedom 2030 Fund Class K "	Mutual Funds	—	—	$1.6M	9.6%
Fidelity Freedom 2050 Fund Class K "	Mutual Funds	—	—	$1.4M	8.8%
Fidelity 500 Index Fund "	Common Collective Trusts	—	—	$1.4M	8.4%
Fidelity Freedom 2055 Fund Class K "	Mutual Funds	—	—	$1.2M	7.0%
Fidelity Contrafund Class K "	Mutual Funds	—	—	$871K	5.3%
Fidelity Freedom 2025 Fund Class K "	Mutual Funds	—	—	$795K	4.8%
Fidelity Government Money Market Fund "	Mutual Funds	—	—	$668K	4.1%
Fidelity Freedom 2045 Fund Class K "	Mutual Funds	—	—	$642K	3.9%
Fidelity Total Market Index Fund "	Common Collective Trusts	—	—	$520K	3.2%
Fidelity Freedom 2060 Fund Class K "	Mutual Funds	—	—	$395K	2.4%
Fidelity Extended Market Index Fund "	Common Collective Trusts	—	—	$334K	2.0%
Fidelity Freedom 2020 Fund Class K "	Mutual Funds	—	—	$327K	2.0%
Virtus Ceredex Mid-Cap Value Equity Fund Class I "	Other securities	—	—	$278K	1.7%
Principal SmallCap Fund R5 Class "	Other securities	—	—	$230K	1.4%
Victory Sycamore Small Company Opportunity Fund Class A "	Common Stocks	—	—	$225K	1.4%
Invesco Developing Markets Fund Class Y "	Mutual Funds	—	—	$222K	1.4%
American Century Small Cap Growth Fund Investor Class "	Other securities	—	—	$222K	1.3%
Fidelity Total Bond K6 Fund "	Mutual Funds	—	—	$178K	1.1%
Fidelity International Index Fund "	Common Collective Trusts	—	—	$178K	1.1%
Fidelity Low-Priced Stock Fund Class K "	Mutual Funds	—	—	$168K	1.0%
American Century Government Bond Fund Investor Class "	U.S. Treasuries	—	—	$136K	0.8%
MFS Massachusetts Investors Trust Class R3 "	Mutual Funds	—	—	$124K	0.8%
Cohen & Steers Realty Shares Fund Class L Mutual fund	Other securities	—	—	$98K	0.6%
Columbia Dividend Income Fund Class A "	Other securities	—	—	$78K	0.5%
Fidelity Freedom 2015 Fund Class K "	Mutual Funds	—	—	$70K	0.4%
Fidelity Freedom 2065 Fund Class K "	Mutual Funds	—	—	$66K	0.4%
Eaton Vance Income Fund of Boston Class A "	Other securities	—	—	$60K	0.4%
Fidelity Emerging Markets Fund Class K "	Mutual Funds	—	—	$55K	0.3%
Fidelity International Small Cap Fund "	Mutual Funds	—	—	$49K	0.3%
Fidelity Freedom 2010 Fund Class K "	Mutual Funds	—	—	$35K	0.2%
Fidelity Freedom Income Fund Class K "	Mutual Funds	—	—	$33K	0.2%
Oakmark Equity And Income Fund Investor Class "	Other securities	—	—	$26K	0.2%
PIMCO Real Return Fund Administrative Class "	Mutual Funds	—	—	$8K	<0.1%