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Original filing (PDF)20250822154305NAL0005427857001
ALSCO INC.
Form 5500
FILING_RECEIVED
ALSCO 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
5,380
Accounts w/ balance
6,293
Plan assets (EOY)
$345.8M
Net assets (EOY)
$345.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALSCO INC..
Plan sponsor
Name
ALSCO INC.
EIN
87-0252999
Address
505 E 200 S STE 101 · SALT LAKE CITY, UT · 84102
Phone
(801) 328-8831
Industry
Other Services (ex. Public Admin)see 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
2025-08-22
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $261K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $95K | — |
Investments
17 direct securities · 18 pooled funds· $346.3M(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.
Common Collective Trust
$265.9M
18 holdings
Uncategorized
$80.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $67.3M | 19.5% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $51.1M | 14.8% | |
| FID FRDM INX 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $28.0M | 8.1% | |
| FID FRDM INX 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $19.5M | 5.6% | |
| FID FRDM INX 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $17.9M | 5.2% | |
| FID FRDM INX 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $17.8M | 5.2% | |
| FID FRDM INX 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $17.2M | 5.0% | |
| Fidelity Investments Money Market Government Portfolio Class I | — | — | — | $14.6M | 4.2% | |
| FID FRDM INX 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $13.8M | 4.0% | |
| Fidelity Investments Puritan Fund | — | — | — | $12.6M | 3.6% | |
| FID FRDM INX 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $11.5M | 3.3% | |
| Fidelity Investments Low-Priced Stock Fund | — | — | — | $11.0M | 3.2% | |
| Vanguard Total International Stock Index Fund I | — | — | — | $8.6M | 2.5% | |
| Baird Core Plus Bond Fund Institutional | — | — | — | $7.6M | 2.2% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $6.7M | 1.9% | |
| FID FRDM INX 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $5.9M | 1.7% | |
| FID FRDM INX 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $5.7M | 1.6% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $5.2M | 1.5% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $3.9M | 1.1% | |
| American Funds New World Fund R-6 | — | — | — | $2.7M | 0.8% | |
| FID FRDM INX 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| January 2025 and January 2035 -0- | — | — | — | $2.4M | 0.7% | |
| Baird Short-Term Bond Fund Institutional | — | — | — | $2.4M | 0.7% | |
| J.P. Morgan Undiscovered Managers Behavior Value Fund R6 | — | — | — | $2.3M | 0.7% | |
| Janus Henderson J H Enterprise N | — | — | — | $1.9M | 0.5% | |
| T. Rowe Price US Small-Cap Growth Equity Fund I | — | — | — | $1.4M | 0.4% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| FID FRDM INX 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| FID FRDM INX 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| Fidelity Investments FID Freedom Index Income Fund S | — | — | — | $510K | 0.1% | |
| FID FRDM INX INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $510K | 0.1% | |
| Putnam High Yield Fund R6 | — | — | — | $323K | <0.1% | |
| Lord Abbott Bond Debenture Fund R6 | — | — | — | $296K | <0.1% | |
| Dodge & Cox Global Bond Fund Class X | — | — | — | $26K | <0.1% | |
| FID FRDM INX 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
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