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Original filing (PDF)20250731152606NAL0002688963001
ALPHA METALLURGICAL RESOURCES, LLC
Form 5500
FILING_RECEIVED
401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF ALPHA METALLURGICAL RESOURCES AFFILIATES
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
138
Accounts w/ balance
176
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price T. Rowe Price 2035 Retirement Trust" is 29% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA METALLURGICAL RESOURCES, LLC.
Plan sponsor
Name
ALPHA METALLURGICAL RESOURCES, LLC
EIN
81-2970899
Address
340 MARTIN LUTHER KING JR. BLVD. · P.O. BOX 848 · BRISTOL, TN · 37620
Phone
(866) 322-5742
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
23 direct securities · 13 pooled funds· $14.3M(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
$7.5M
23 holdings
Common Collective Trust
$6.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price 2035 Retirement Trust | — | — | — | $2.2M | 29.0% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.2M | 29.0% | |
| T. Rowe Price T. Rowe Price 2040 Retirement Trust | — | — | — | $974K | 13.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $974K | 13.0% | |
| T. Rowe Price T. Rowe Price 2030 Retirement Trust | — | — | — | $789K | 10.5% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $789K | 10.5% | |
| T. Rowe Price T. Rowe Price 2015 Retirement Trust ** 5 T. Rowe Price T. Rowe Price 2020 Retirement Trust | — | — | — | $610K | 8.2% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $610K | 8.2% | |
| T. Rowe Price T. Rowe Price 2025 Retirement Trust | — | — | — | $572K | 7.7% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $572K | 7.7% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $509K | 6.8% | |
| T. Rowe Price T. Rowe Price 2045 Retirement Trust | — | — | — | $509K | 6.8% | |
| T. Rowe Price T. Rowe Price 2050 Retirement Trust | — | — | — | $487K | 6.5% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $487K | 6.5% | |
| T. Rowe Price T. Rowe Price 2055 Retirement Trust | — | — | — | $340K | 4.6% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $340K | 4.6% | |
| Notes receivable from participants Rates from 4.25% to 9.5%, with maturities through 2029 $ - | — | — | — | $266K | 3.6% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $232K | 3.1% | |
| T. Rowe Price T. Rowe Price 2060 Retirement Trust | — | — | — | $232K | 3.1% | |
| Invesco Stable Value Trust | — | — | — | $123K | 1.6% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $123K | 1.6% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $79K | 1.1% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund ** 398 T. Rowe Price T. Rowe Price Large-Cap Growth Fund | — | — | — | $66K | 0.9% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund ** 851 T. Rowe Price T. Rowe Price Mid-Cap Value Fund | — | — | — | $61K | 0.8% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $47K | 0.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $38K | 0.5% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $28K | 0.4% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $25K | 0.3% | |
| PRU CORE PLUS BD 16 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $20K | 0.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $17K | 0.2% | |
| Principal Global Real Estate I | — | — | — | $8K | 0.1% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price Small-Cap Value Fund | — | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price 2010 Retirement Trust | — | — | — | $2K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5 | <0.1% |
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