Back to filter
Original filing (PDF)20251014123627NAL0001386851001
ALPLA, INC.
Form 5500
FILING_RECEIVED
ALPLA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,368
Accounts w/ balance
1,853
Plan assets (EOY)
$62.2M
Net assets (EOY)
$62.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 151% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPLA, INC..
Plan sponsor
Name
ALPLA, INC.
EIN
58-2611718
Address
289 HIGHWAY 155 SOUTH · MCDONOUGH, GA · 30253
Phone
(770) 305-7639
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RODL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $210K | — |
| BENEDETTI GUCER & ASSOC | 20-5478610 | — | NONE | $39K | — |
Investments
26 direct securities · 18 pooled funds· $75.8M(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 Trust
$35.9M
18 holdings
Uncategorized
$33.8M
25 holdings
Mutual Funds
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes Capital Pres R6 Federated 0 | — | — | — | $6.7M | 10.8% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $6.7M | 10.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Mutual Funds | — | — | $6.1M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $4.6M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $4.0M | 6.5% | |
| AB US LARGE CAP GROWTH (W SERIES) R GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.0M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $3.4M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $3.3M | 5.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $3.3M | 5.3% | |
| Participant notes receivable * Participant loans Maturities from 2025 through 2029, interest rates from 4.50% to 9.50% - | — | — | — | $3.3M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $2.8M | 4.4% | |
| Fidelity MidCap Index Mutual fund | — | — | — | $2.4M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $2.3M | 3.7% | |
| Participant-directed brokerage account Self-Directed Brokerage Common Stocks | — | — | — | $2.3M | 3.6% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $2.2M | 3.6% | |
| Vanguard Equity Income Adm Mutual fund | — | — | — | $2.2M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $2.0M | 3.3% | |
| MacQuarie Mid Cap Growth R6 Mutual fund | — | — | — | $1.8M | 2.9% | |
| Federated Hermes MDT Sm Cap Growth R6 Mutual fund | — | — | — | $1.7M | 2.7% | |
| American Balanced R6 Mutual fund | — | — | — | $1.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $1.4M | 2.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $1.4M | 2.3% | |
| Fidelity Intl Idx Instl Prem Mutual fund | — | — | — | $1.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $976K | 1.6% | |
| Dodge and Cox Income Mutual fund | — | — | — | $845K | 1.4% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $556K | 0.9% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $379K | 0.6% | |
| American Funds US Gov Sec R6 Mutual fund | — | — | — | $279K | 0.4% | |
| Cohen & Steers Institutional Realty Mutual fund | — | — | — | $272K | 0.4% | |
| MFS Intl Diversification R6 Mutual fund | — | — | — | $245K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $90K | 0.1% | |
| PIMCO Income Instl Mutual fund | — | — | — | $80K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $54K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $29K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $16K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $14K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Manufacturing plans
HOFFER PLASTICS CORPORATION
HOFFER PLASTICS CORPORATION PROFIT SHARING AND 401(K) PLAN
$62.2M · 292 participants
MONOSOL, LLC
MONOSOL 401(K) PROFIT SHARING PLAN
$62.4M · 355 participants
CASCADE ENGINEERING, INC.
CASCADE ENGINEERING, INC. RETIREMENT PLAN
$61.9M · 387 participants
MGS GROUP NORTH AMERICA, INC.
MGS EMPLOYEE 401(K) PLAN
$62.6M · 412 participants
HUHTAMAKI, INC.
HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN HOURLY EMPLOYEES
$63.1M · 766 participants
ROGERS FOAM CORPORATION
ROGERS FOAM CORPORATION 401(K)/PROFIT SHARING PLAN
$63.4M · 373 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants