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Original filing (PDF)20251015091848NAL0005641968001
SOUTHERN ALUMINUM MANUFACTURING ACQUISITION
Form 5500
FILING_RECEIVED
SOUTHERN ALUMINUM 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
140
Accounts w/ balance
136
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Balanced Index Adm Vanguard 0" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN ALUMINUM MANUFACTURING ACQUISITION.
Plan sponsor
Name
SOUTHERN ALUMINUM MANUFACTURING ACQUISITION
EIN
82-4622536
Address
5 HIGHWAY 82 WEST · MAGNOLIA, AR · 71753
Phone
(870) 234-8660
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | — | OVERLAND PARK, KS | NONE | $10K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
24 direct securities· $7.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $2.2M | 31.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 14.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $951K | 13.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $564K | 7.8% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $489K | 6.8% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $370K | 5.1% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $320K | 4.4% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $199K | 2.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $187K | 2.6% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $187K | 2.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $153K | 2.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $147K | 2.0% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $94K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $52K | 0.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $51K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $30K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $20K | 0.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $12K | 0.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $7K | <0.1% |