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Original filing (PDF)20250911120515NAL0000224883001
ALICE MANUFACTURING COMPANY, INC.
Form 5500
FILING_RECEIVED
ALICE MANUFACTURING COMPANY, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
97% in single holding~146 bps in Sched C fees
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Participation health
100
Knocking points off
- Top holding "JP Morgan Diversified Growth Fund" is 97% of plan.
- 146 bps in Schedule C fees — 180% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALICE MANUFACTURING COMPANY, INC..
Plan sponsor
Name
ALICE MANUFACTURING COMPANY, INC.
EIN
57-0660860
Address
110 EAST COURT STREET, SUITE 202 · GREENVILLE, SC · 29601
Phone
(864) 859-6323
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE ALICE MANUFACTURING COMPANY, INC.
EIN
57-0645518
City
GREENVILLE, SC
Phone
(864) 859-6323
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT, IN | 13-3200244 | — | NONE | $58K | — |
| MCGRIFF, A MARSH & MCLENNAN COMPANY | 26-3237576 | — | NONE | $38K | — |
| TRUIST BANK (FKA BRANCH BANKING & T | 56-1074313 | — | NONE | $17K | — |
Investments
3 direct securities · 1 pooled fund· $15.4M(100% 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.
Common Collective Trusts
$7.6M
1 holding
Common Collective Trust
$7.6M
1 holding
Uncategorized
$216K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Diversified Growth Fund | Common Collective Trusts | — | $7.7M | $7.6M | 98.0% | |
| COMMINGLED PENSION TRUST FUND (LDI JPMORGAN CHASE BANK, N.A. · EIN 46-3511871 / PN 001 | Common Collective Trust | — | — | $7.6M | 98.0% | |
| - (i) Net Gain | — | — | — | $127K | 1.6% | |
| Money Market Fund * Truist Bank Deposit Account | — | — | $89K | $89K | 1.1% |