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Original filing (PDF)20251013134603NAL0003098898001
ALVIS, INC.
Form 5500
FILING_RECEIVED
ALVIS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
100% in single holding~123 bps in Sched C feesNo recordkeeper disclosed
Active participants
386
Accounts w/ balance
268
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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)
81
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: LINCOLN LIFE SEPARATE ACCOUNT 4K (extraction pending)]" is 100% of plan.
- 123 bps in Schedule C fees — 136% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALVIS, INC..
Plan sponsor
Name
ALVIS, INC.
EIN
31-0743167
Address
2100 STELLA COURT · COLUMBUS, OH · 43215
Phone
(614) 252-8402
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
Auditor
BRADY WARE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS ADMINISTRATORS, LLC | 61-1291181 | LEXINGTON, KY | TPA | $11K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $26K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | SERVICE PROVIDER | $21K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $17K | — |
Investments
1 pooled fund· $5.4M(88% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $5.4M | 87.8% |
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