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Original filing (PDF)20251014100508NAL0002577329001
ALLIANCE LAUNDRY SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN
401(k) retirement plan
Active participants
2,657
Accounts w/ balance
3,408
Plan assets (EOY)
$204.0M
Net assets (EOY)
$204.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE LAUNDRY SYSTEMS, LLC.
Plan sponsor
Name
ALLIANCE LAUNDRY SYSTEMS, LLC
EIN
39-1927923
Address
PO BOX 990 · RIPON, WI · 54971
Phone
(920) 748-3121
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2J · 401(k) feature
2F · ERISA section 404(c)
2S · Automatic enrollment
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/ AUDITOR | $14K | — |
Investments
30 direct securities · 1 pooled fund· $202.5M(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.
Uncategorized
$195.4M
30 holdings
Common Collective Trust
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | — | — | — | $21.2M | 10.4% | |
| Fidelity 500 Index | — | — | — | $18.9M | 9.3% | |
| T. Rowe Price Retirement Blend 2050 B | — | — | — | $16.2M | 7.9% | |
| T. Rowe Price Retirement Blend 2035 B | — | — | — | $15.9M | 7.8% | |
| T. Rowe Price Retirement Blend 2030 B | — | — | — | $15.7M | 7.7% | |
| T. Rowe Price Retirement Blend 2045 B | — | — | — | $12.8M | 6.3% | |
| T. Rowe Price Retirement Blend 2040 B | — | — | — | $11.6M | 5.7% | |
| T. Rowe Price Retirement Blend 2055 B | — | — | — | $11.1M | 5.4% | |
| T. Rowe Price Retirement Blend 2025 B | — | — | — | $9.6M | 4.7% | |
| Columbia Dividend Income I | — | — | — | $8.0M | 3.9% | |
| T. Rowe Price Retirement Blend 2060 B | — | — | — | $7.3M | 3.6% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $7.1M | 3.5% | |
| Fidelity Extended Market Index Advantage | — | — | — | $6.4M | 3.1% | |
| Participants Participant Loans Rates from 3.25% to 8.75% - | — | — | — | $6.0M | 2.9% | |
| Baird Core Plus Bond Institutional | — | — | — | $4.2M | 2.0% | |
| Fidelity Diversified International K6 | — | — | — | $3.8M | 1.8% | |
| T. Rowe Price Retirement Blend 2065 B | — | — | — | $3.5M | 1.7% | |
| T. Rowe Price Retirement Blend 2020 B | — | — | — | $3.5M | 1.7% | |
| Janus Henderson Enterprise Fund Class T | — | — | — | $3.4M | 1.7% | |
| Fidelity Participant Managed Investments | — | — | — | $3.3M | 1.6% | |
| Fidelity Puritan | — | — | — | $3.1M | 1.5% | |
| Fidelity Global Ex US Index Advantage | — | — | — | $3.1M | 1.5% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $3.0M | 1.5% | |
| Fidelity US Bond Index Advantage | — | — | — | $1.6M | 0.8% | |
| PIMCO Real Return Institutional | — | — | — | $1.1M | 0.5% | |
| PIMCO RAE US Small Fund | — | — | — | $697K | 0.3% | |
| T. Rowe Price Retirement Blend 2015 B | — | — | — | $191K | <0.1% | |
| Fidelity Government Money Market Prime | — | — | — | $136K | <0.1% | |
| T. Rowe Price Retirement Blend 2005 B | — | — | — | $119K | <0.1% | |
| T. Rowe Price Retirement Blend 2010 B | — | — | — | $86K | <0.1% | |
| American Century Small Cap Growth Fund R6 | — | — | — | $23K | <0.1% |
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