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Original filing (PDF)20251015225239NAL0003063155001
AALP, LLC
Form 5500
FILING_RECEIVED
IMPRIMUS LABELS AND PACKAGING 401(K) PSP
401(k) retirement plan
Active participants
211
Accounts w/ balance
401
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AALP, LLC.
Plan sponsor
Name
AALP, LLC
DBA
DBA IMPRIMUS LABEL AND PACKAGING
EIN
85-3044929
Address
6958 SIERRA COURT · DUBLIN, CA · 94568
Phone
(925) 803-5709
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBER AUDIT & ATTEST, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 77-0155091 | — | TPA | $5K | — |
Investments
27 direct securities · 1 pooled fund· $20.0M(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.
Uncategorized
$10.1M
27 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.0M | 97.0% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2030 I Pooled separate account | — | — | — | $2.0M | 19.7% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2040 I Pooled separate account | — | — | — | $1.6M | 15.9% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2035 I Pooled separate account | — | — | — | $1.0M | 10.1% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2025 I Pooled separate account | — | — | — | $916K | 8.9% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2045 I Pooled separate account | — | — | — | $693K | 6.7% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2055 I Pooled separate account | — | — | — | $615K | 6.0% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2050 I Pooled separate account | — | — | — | $448K | 4.3% | |
| Mass. Mutual Life Ins. Co. - Vanguard 500 Index Admiral Pooled separate account | — | — | — | $319K | 3.1% | |
| Mass. Mutual Life Ins. Co. - American Funds Washington Mutual R6 Pooled separate account | — | — | — | $284K | 2.8% | |
| Mass. Mutual Life Ins. Co. - American Funds Growth Fund Of Amer R6 Pooled separate account | — | — | — | $265K | 2.6% | |
| Mass. Mutual Life Ins. Co. - American Funds Fundamental Invs R6 Pooled separate account | — | — | — | $252K | 2.4% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2060 I Pooled separate account | — | — | — | $214K | 2.1% | |
| Mass. Mutual Life Ins. Co. - Jpmorgan Mid Cap Growth R6 Pooled separate account | — | — | — | $180K | 1.7% | |
| Mass. Mutual Life Ins. Co. - American Funds Europacific Growth R6 Pooled separate account | — | — | — | $166K | 1.6% | |
| Mass. Mutual Life Ins. Co. - Ishares Russell 2000 Small-Cap Idx K Pooled separate account | — | — | — | $141K | 1.4% | |
| Mass. Mutual Life Ins. Co. - Dfa Emerging Markets Core Equity I Pooled separate account | — | — | — | $125K | 1.2% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2065 I Pooled separate account ** 998 * Mass. Mutual Life Ins. Co. - Fixed Account Fixed income account | — | — | — | $111K | 1.1% | |
| Mass. Mutual Life Ins. Co. - Mfs Mid Cap Value R6 Pooled separate account | — | — | — | $103K | 1.0% | |
| Participant loans Interest rates 4.25%-9.50% - 0 - | — | — | — | $91K | 0.9% | |
| Mass. Mutual Life Ins. Co. - Fidelity Advisor Total Bond Z Pooled separate account | — | — | — | $78K | 0.8% | |
| Mass. Mutual Life Ins. Co. - Invesco International Bond R6 Pooled separate account | — | — | — | $72K | 0.7% | |
| Mass. Mutual Life Ins. Co. - Massmutual High Yield I Pooled separate account | — | — | — | $71K | 0.7% | |
| Mass. Mutual Life Ins. Co. - Pimco Income Instl Pooled separate account | — | — | — | $71K | 0.7% | |
| Mass. Mutual Life Ins. Co. - Vanguard Total Bond Market Index Adm Pooled separate account | — | — | — | $70K | 0.7% | |
| Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2010 I Pooled separate account ** 74 * Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2015 I Pooled separate account ** 32 * Mass. Mutual Life Ins. Co. - Great Gray Trust American Fds 2020 I Pooled separate account | — | — | — | $48K | 0.5% | |
| Mass. Mutual Life Ins. Co. - Ishares Msci Eafe Intl Idx K Pooled separate account | — | — | — | $6K | <0.1% | |
| Mass. Mutual Life Ins. Co. - Vanguard Mid Cap Index Admiral Pooled separate account | — | — | — | $1K | <0.1% |