Back to filter
Original filing (PDF)20251014124935NAL0002804561001
ASSOCIATED MATERIALS, LLC
Form 5500
FILING_RECEIVED
ALSIDE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
61% in single holding
Active participants
79
Accounts w/ balance
0
Plan assets (EOY)
$40.8M
Net assets (EOY)
$40.8M
How this plan invests
This plan
1 pooled trust
Schedule D
4 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 "SLC Investment LDI Account - Alside Mutual Fund" is 61% of plan.
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED MATERIALS, LLC.
Plan sponsor
Name
ASSOCIATED MATERIALS, LLC
EIN
75-1872487
Address
3773 STATE ROAD · CUYAHOGA FALLS, OH · 44223
Phone
(330) 929-1811
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
016
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $98K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $50K | — |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) | 68-0635051 | — | INVESTMENT ADVISOR | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | AUDITOR | $26K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY | $22K | — |
Investments
3 direct securities · 1 pooled fund· $41.0M(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
$25.3M
2 holdings
Common Collective Trust
$14.5M
1 holding
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SLC Investment LDI Account - Alside Mutual Fund | — | — | $24.3M | $25.1M | 61.5% | |
| DB GR PORTFOLIO INSTITUTIONAL DB · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $11.7M | $14.5M | 35.6% | |
| S Gabelli US Treasury Money Market AAA Mutual Fund | Mutual Funds | — | $1.2M | $1.2M | 2.9% | |
| (i) N/A | — | — | — | $175K | 0.4% |