Back to filter
Original filing (PDF)20251002134019NAL0001386818001
ALLIGATOR HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
ALLIGATOR HOLDINGS, LLC 401K PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
51
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 ALLIGATOR HOLDINGS, LLC.
Plan sponsor
Name
ALLIGATOR HOLDINGS, LLC
EIN
82-4980737
Address
N30 W22377 GREEN RD, STE A · WAUKESHA, WI · 53186
Phone
(414) 218-7269
Industry
Finance & Insurancesee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 Finance & Insurance plans
CIMARRON HEALTHCARE CAPITAL LLC
CIMARRON HEALTHCARE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 6 participants
MOUNTAINSIDE SECURITIES LLC
MOUNTAINSIDE SECURITIES LLC 401(K) PLAN
$1.4M · 7 participants
HESEN & HASLAM, LLC
HH RETIREMENT PLAN
$1.4M · 5 participants
EF HUTTON PARTNERS, LLC
EF HUTTON PARTNERS, LLC
$1.4M · 28 participants
BOSTON MERIDIAN LLC
BOSTON MERIDIAN LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 8 participants
J.H. LANE PARTNERS, LP
JHL PENSION PLAN
$1.4M · 3 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B