Back to filter
Original filing (PDF)20250623110449NAL0015275906001
ALFRED PALMA, LLC
Form 5500-SF
FILING_RECEIVED
ALFRED PALMA, LLC 401K PLAN
Defined-contribution retirement plan
Active participants
44
Accounts w/ balance
26
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALFRED PALMA, LLC.
Plan sponsor
Name
ALFRED PALMA, LLC
EIN
72-1079444
Address
422 7TH STREET · LAKE CHARLES, LA · 706016007
Phone
(337) 436-0830
Industry
Constructionsee 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
2025-06-23
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
SPENCER CONSTRUCTION, LLC
SPENCER CONSTRUCTION 401(K) PLAN
$3.0M · 244 participants
SCHERMER CONSTRUCTION, INC.
SCHERMER CONSTRUCTION, INC. 401K PLAN
$3.0M · 22 participants
PRESTRESSED CASTING CO.
PRESTRESSED CASTING CO. 401(K) PROFIT SHARING PLAN
$3.0M · 26 participants
C. TERRY HUNT INDUSTRIES, INC.
C. TERRY HUNT INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
$3.0M · 89 participants
D N EXCAVATING INC
D N EXCAVATING INC 401K PLAN
$3.1M · 19 participants
TUG HILL CONSTRUCTION, INC
TUG HILL CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN
$3.0M · 4 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants