Back to filter
Original filing (PDF)20251014073842NAL0003302256001
ALIRI USA, INC.
Form 5500
FILING_RECEIVED
ALIRI USA INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
160
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIRI USA, INC..
Plan sponsor
Name
ALIRI USA, INC.
EIN
84-1537377
Address
4720 FORGE ROAD · SUITE 108 · COLORADO SPRINGS, CO · 80907
Phone
(719) 593-1165
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | — | HOUSTON, TX | THIRD PARTY ADMINSTRATOR | $15K | — |
Investments
24 direct securities · 1 pooled fund· $11.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.6M
1 holding
Uncategorized
$5.3M
23 holdings
Pooled Separate Accounts
$239K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY SERVICES · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.6M | 98.9% | |
| Voya Retirement Ins and Annuity Services American Funds 2040 Target Date Retirement Fund Cl | — | — | — | $850K | 15.1% | |
| Voya Retirement Ins and Annuity Services American Funds 2055 Target Date Retirement Fund Cl | — | — | — | $775K | 13.7% | |
| Voya Retirement Ins and Annuity Services Fidelity 500 Index Fund | — | — | — | $740K | 13.1% | |
| Voya Retirement Ins and Annuity Services American Funds 2045 Target Date Retirement Fund Cl | — | — | — | $641K | 11.4% | |
| Voya Retirement Ins and Annuity Services American Funds 2050 Target Date Retirement Fund Cl | — | — | — | $387K | 6.9% | |
| Voya Retirement Ins and Annuity Services American Funds 2060 Target Date Retirement Fund Cl | — | — | — | $341K | 6.0% | |
| Voya Retirement Ins and Annuity Services American Funds 2030 Target Date Retirement Fund Cl | — | — | — | $317K | 5.6% | |
| Voya Retirement Ins and Annuity Services AB Large Cap Growth Fund Class Z | Pooled Separate Accounts | — | — | $239K | 4.2% | |
| Voya Retirement Ins and Annuity Services American Funds 2035 Target Date Retirement Fund Cl | — | — | — | $216K | 3.8% | |
| Voya Retirement Ins and Annuity Services American Funds 2025 Target Date Retirement Fund Cl | — | — | — | $143K | 2.5% | |
| Voya Retirement Ins and Annuity Services Vanguard Equity Income Fund Admiral Shares | — | — | — | $131K | 2.3% | |
| Voya Retirement Ins and Annuity Services Fidelity Mid Cap Index Fund | — | — | — | $118K | 2.1% | |
| Voya Retirement Ins and Annuity Services Fidelity Small Cap Index Fund | — | — | — | $114K | 2.0% | |
| Voya Retirement Ins and Annuity Services American Funds 2065 Target Date Retirement Fund Cl | — | — | — | $99K | 1.8% | |
| Voya Retirement Ins and Annuity Services MFS Mid Cap Value Fund Class R6 | — | — | — | $98K | 1.7% | |
| Voya Retirement Ins and Annuity Services Fidelity International Index Fund | — | — | — | $89K | 1.6% | |
| Voya Retirement Ins and Annuity Services American Funds EuroPacific Growth Fund Class R6 | — | — | — | $78K | 1.4% | |
| Voya Retirement Ins and Annuity Services American Funds 2020 Target Date Retirement Fund Cl | — | — | — | $69K | 1.2% | |
| Voya Retirement Ins and Annuity Services Baird Core Plus Bond Fund Ins | — | — | — | $67K | 1.2% | |
| Voya Retirement Ins and Annuity Services JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $25K | 0.4% | |
| Voya Retirement Ins and Annuity Services Fidelity U.S Bond Index Fund | — | — | — | $13K | 0.2% | |
| Voya Retirement Ins and Annuity Services Vanguard Explorer Fund Admiral Shares | — | — | — | $12K | 0.2% | |
| Voya Retirement Ins and Annuity Services DFA U.S. Targeted Value Portfolio Institutional Cl | — | — | — | $6K | 0.1% | |
| Voya Retirement Ins and Annuity Services AmCen Inflation-Adj Bond Fund R6 | — | — | — | $3K | <0.1% |