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Original filing (PDF)20250917150227NAL0000798274001
ALLIANCE COAL, LLC
Form 5500
FILING_RECEIVED
ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,732
Accounts w/ balance
4,650
Plan assets (EOY)
$639.0M
Net assets (EOY)
$638.9M
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)
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
- 9 bps in Schedule C fees — 51% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE COAL, LLC.
Plan sponsor
Name
ALLIANCE COAL, LLC
EIN
73-0956034
Address
PO BOX 22027 · TULSA, OK · 74121
Phone
(918) 295-7522
Industry
Mining, Quarrying, Oil & Gassee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $497K | — |
| MARINER WEALTH ADVISORS | — | TULSA, OK | NONE | $60K | — |
| HOGANTAYLOR LLP | 73-1413977 | — | NONE | $19K | — |
| TEREM MARKETING LLC | 26-0840557 | — | NONE | $5K | — |
Investments
30 direct securities · 1 pooled fund· $639.0M(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.
Uncategorized
$555.9M
30 holdings
Common Collective Trust
$83.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $83.1M | 13.0% | |
| American Funds Target Date Retirement 2040 Fund | — | — | — | $67.2M | 10.5% | |
| Vanguard Institutional Index Fund | — | — | — | $62.1M | 9.7% | |
| MFS Growth Fund | — | — | — | $48.9M | 7.6% | |
| American Funds Target Date Retirement 2050 Fund | — | — | — | $47.6M | 7.5% | |
| American Funds Target Date Retirement 2035 Fund | — | — | — | $41.6M | 6.5% | |
| American Funds Target Date Retirement 2045 Fund | — | — | — | $37.6M | 5.9% | |
| American Funds Target Date Retirement 2055 Fund | — | — | — | $34.5M | 5.4% | |
| American Funds Target Date Retirement 2030 Fund | — | — | — | $30.5M | 4.8% | |
| Dodge & Cox Stock Fund | — | — | — | $23.4M | 3.7% | |
| Dodge & Cox Income Fund | — | — | — | $20.3M | 3.2% | |
| various maturities - | — | — | — | $20.0M | 3.1% | |
| American Funds Target Date Retirement 2060 Fund | — | — | — | $16.1M | 2.5% | |
| AllianceBernstein Small Cap Growth Fund | — | — | — | $15.8M | 2.5% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio | — | — | — | $13.8M | 2.2% | |
| American Funds Target Date Retirement 2025 Fund | — | — | — | $12.5M | 2.0% | |
| Vanguard Mid Cap Growth Index Fund | — | — | — | $7.9M | 1.2% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $7.4M | 1.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $7.2M | 1.1% | |
| American Funds Target Date Retirement 2020 Fund | — | — | — | $7.0M | 1.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $6.1M | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $6.1M | 0.9% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $6.0M | 0.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $4.3M | 0.7% | |
| American Funds Target Date Retirement 2015 Fund | — | — | — | $3.9M | 0.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $2.3M | 0.4% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $2.2M | 0.3% | |
| American Century Inflation Adjusted Bond Fund | — | — | — | $1.9M | 0.3% | |
| Williams Companies, Inc. Common Stock | — | — | — | $1.4M | 0.2% | |
| Devon Energy Corporation Common Stock | — | — | — | $149K | <0.1% | |
| Federated Government Obligations Fund | — | — | — | $9K | <0.1% |