Original filing (PDF)20250916092351NAL0004036706001

Alliance Collection Agencies, Inc.

Name: Alliance Collection Agencies, Inc. — Alliance, Form 5500 (2024)
Creator: Alliance Collection Agencies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alliance Collection Agencies, Inc. 401(k) Plan

401(k) retirement plan · Alliance Collection Agencies, Inc.'s Alliance Collection Agencies, Inc. 401(k) Plan held $6.5M in plan assets for 121 participants in 2024.

Signals · 2

20% employer stock~77 bps in Sched C fees

Active participants

121

Accounts w/ balance

107

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

26 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLIANCE COLLECTION AGENCIES, INC..

Plan sponsor

Name

ALLIANCE COLLECTION AGENCIES, INC.

EIN

39-0924634all filings

Address

P.O. BOX 1267 · MARSHFIELD, WI · 54449

Phone

(715) 384-2717

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WOODTRUST BANK	39-0720440	—	NONE	$50K	—

Investments

26 direct securities· $6.5M(100% of reported assets)

Mutual Funds

$2.9M

13 holdings

Common Collective Trusts

$1.6M

1 holding

Common Stocks

$1.3M

3 holdings

Other securities

$689K

8 holdings

Bonds / Notes

$36K

1 holding

					% of plan
Vanguard Lifestrategy Moderate Growth	Mutual Funds	—	—	$1.6M	24.6%
Fidelity Investments Fidelity Spartan 500 Index	Common Collective Trusts	—	—	$1.6M	24.3%
William Blair & Company William Blair Large Cap Growth	Common Stocks	—	—	$962K	14.8%
Vanguard Lifestrategy Growth	Mutual Funds	—	—	$505K	7.8%
JPMorgan JP Morgan Small Cap Growth	Other securities	—	—	$329K	5.1%
Baird Funds Inc Baird Mid Cap	Common Stocks	—	—	$291K	4.5%
Vanguard International Stock Index	Mutual Funds	—	—	$177K	2.7%
Janus Henderson Janus Henderson Small Value N	Mutual Funds	—	—	$165K	2.5%
American Century American Century Global Gold	Other securities	—	—	$144K	2.2%
Vanguard Mid Cap Value Index	Mutual Funds	—	—	$129K	2.0%
MFS Institutional MFS Inst International Equity	Mutual Funds	—	—	$102K	1.6%
Fidelity Investments Fidelity Government Money Market	Mutual Funds	—	—	$83K	1.3%
Seafarer Overseas Growth and Income	Other securities	—	—	$75K	1.2%
Vanguard Lifestrategy Conservative Growth	Mutual Funds	—	—	$55K	0.9%
PGIM Funds (Prudential) Prudential Jennison Natural Resource	Other securities	—	—	$54K	0.8%
Oakmark International	Other securities	—	—	$52K	0.8%
Baird Funds Inc Baird Intermediate Bond	Common Stocks	—	—	$46K	0.7%
Dodge & Cox Dodge & Cox Income	Mutual Funds	—	—	$38K	0.6%
Notes Receivable from Participants Notes receivable from participants, interest rates from 5.25% - 10.50% with various maturities	Bonds / Notes	—	—	$36K	0.6%
JPMorgan JP Morgan Core Bond	Other securities	—	—	$23K	0.4%
Vanguard Lifestrategy Income	Mutual Funds	—	—	$20K	0.3%
Vanguard Short Term Investment Grade	Mutual Funds	—	—	$15K	0.2%
Blackrock High Yield	Other securities	—	—	$8K	0.1%
Franklin Templeton Investments Templeton Global Bond R6	Mutual Funds	—	—	$7K	0.1%
AMG Yacktman Fund Class I	Other securities	—	—	$3K	<0.1%
Dodge & Cox Dodge & Cox Stock	Mutual Funds	—	—	$3K	<0.1%