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Original filing (PDF)20251013131111NAL0002986034001
ALUDYNE INC
Form 5500
FILING_RECEIVED
ALUDYNE INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,108
Accounts w/ balance
2,706
Plan assets (EOY)
$99.4M
Net assets (EOY)
$99.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
37 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 ALUDYNE INC.
Plan sponsor
Name
ALUDYNE INC
EIN
46-1525728
Address
300 GALLERIA OFFICENTRE, SUITE 501 · SOUTHFIELD, MI · 48034
Phone
(517) 548-0500
Industry
Manufacturingsee all
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $164K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
34 direct securities · 5 pooled funds· $96.0M(97% 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
$90.2M
33 holdings
Common Collective Trust
$5.6M
5 holdings
Mutual Funds
$202K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $10.0M | 10.1% | |
| Fidelity Investments Fidelity Freedom 2030 Fund K | — | — | — | $7.9M | 7.9% | |
| Fidelity Investments Fidelity Freedom 2035 Fund K | — | — | — | $7.8M | 7.9% | |
| Fidelity Investments Fidelity Freedom Income Fund K | — | — | — | $7.3M | 7.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $6.6M | 6.7% | |
| Fidelity Investments Fidelity Freedom 2025 Fund K | — | — | — | $6.3M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2040 Fund K | — | — | — | $5.5M | 5.5% | |
| Fidelity Investments Fidelity Freedom 2045 Fund K | — | — | — | $4.3M | 4.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $4.1M | 4.1% | |
| Fidelity Investments Fidelity Freedom 2055 Fund K | — | — | — | $3.7M | 3.8% | |
| Fidelity Investments Fidelity Freedom 2050 Fund K | — | — | — | $3.4M | 3.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.2M | 3.2% | |
| JP Morgan JPMorgan US Value Fund R6 | — | — | — | $2.6M | 2.6% | |
| Fidelity Investments Fidelity Balanced Fund K | — | — | — | $2.3M | 2.3% | |
| Janus Henderson Janus Henderson Enterprise Fund Class T | — | — | — | $2.2M | 2.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2020 Fund K | — | — | — | $2.0M | 2.0% | |
| Fidelity Investments Fidelity Capital & Income Fund | — | — | — | $1.9M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $1.8M | 1.8% | |
| Fidelity Investments Fidelity Freedom 2060 Fund K | — | — | — | $1.5M | 1.6% | |
| Franklin Templeton Franklin Convertible Securities Fund | — | — | — | $1.5M | 1.5% | |
| Sycamore Capital Victory Sycamore Established Value Fund | — | — | — | $1.4M | 1.4% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $999K | 1.0% | |
| Fidelity Investments Fidelity Strategic Income Fund | — | — | — | $916K | 0.9% | |
| Fidelity Investments Fidelity Freedom 2065 Fund K | — | — | — | $778K | 0.8% | |
| Cohen & Steers Capital Management Cohen & Steers Real Estate Securities Fund A | — | — | — | $769K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | — | — | — | $703K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $538K | 0.5% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $384K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2015 Fund K | — | — | — | $330K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $299K | 0.3% | |
| Prudential Financial PGIM Jennison Utility Fund | — | — | — | $283K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $254K | 0.3% | |
| and Money Market Mutual Fund BlackRock Inflation Protected Bond Fund | Mutual Funds | — | — | $202K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 Fund K | — | — | — | $90K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund K6 | — | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 Fund K | — | — | — | $6K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% |
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