Back to filter
Original filing (PDF)20250801053021NAL0006893185001
ALCAMI CAROLINAS CORPORATION
Form 5500
FILING_RECEIVED
ALCAMI CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
937
Accounts w/ balance
1,240
Plan assets (EOY)
$102.3M
Net assets (EOY)
$102.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 93% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALCAMI CAROLINAS CORPORATION.
Plan sponsor
Name
ALCAMI CAROLINAS CORPORATION
EIN
27-0426024
Address
2320 SCIENTIFIC PARK DRIVE · WILMINGTON, NC · 28405
Phone
(910) 254-7221
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
MARRIOTTSVILLE ANIMAL, NC
Phone
(844) 367-2848
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $136K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $61K | — |
Investments
33 direct securities · 1 pooled fund· $100.9M(99% 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.
Registered Investment Companies
$98.8M
33 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $14.8M | 14.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $10.8M | 10.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $10.5M | 10.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $9.2M | 9.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.6M | 8.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $7.9M | 7.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $6.0M | 5.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4.8M | 4.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $4.5M | 4.4% | |
| HARBOR CAPITAL APPREC-INST | Registered Investment Companies | — | — | $4.2M | 4.1% | |
| MET GG SV 25554 - 25 WILMINGTON TRUST RISC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.1M | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.0M | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.4M | 1.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $858K | 0.8% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $841K | 0.8% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $804K | 0.8% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $800K | 0.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $793K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $711K | 0.7% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $593K | 0.6% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $546K | 0.5% | |
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $501K | 0.5% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $457K | 0.4% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $391K | 0.4% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $359K | 0.4% | |
| TOUCHSTONE MID CAP INSTL | Registered Investment Companies | — | — | $320K | 0.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $317K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $198K | 0.2% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $168K | 0.2% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $150K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | <0.1% |