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Original filing (PDF)20251001170846NAL0012881969001
AL'S SPORTING GOODS, INC.
Form 5500
FILING_RECEIVED
AL'S SPORTING GOODS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
508
Accounts w/ balance
173
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 100 bps in Schedule C fees — 92% above peer band of 52 bps.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AL'S SPORTING GOODS, INC..
Plan sponsor
Name
AL'S SPORTING GOODS, INC.
EIN
87-0266361
Address
1075 NORTH MAIN · LOGAN, UT · 84341
Phone
(435) 752-5151
Industry
Retail Tradesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JONES SIMKINS
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 | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVOCATES | 87-1916642 | — | ADVISOR | $46K | — |
Investments
28 direct securities· $6.1M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund Class K6 n/a | — | — | — | $1.2M | 19.4% | |
| Fidelity Freedom 2055 Fund Class K6 n/a | — | — | — | $1.1M | 16.8% | |
| Fidelity Freedom 2035 Fund Class K6 n/a | — | — | — | $1.0M | 16.1% | |
| Fidelity Freedom 2030 Fund Class K6 n/a | — | — | — | $529K | 8.2% | |
| Fidelity Freedom 2060 Fund Class K6 n/a | — | — | — | $493K | 7.7% | |
| Fidelity Freedom 2045 Fund Class K6 n/a | — | — | — | $310K | 4.8% | |
| Fidelity 500 Index Fund n/a | — | — | — | $283K | 4.4% | |
| Fidelity Freedom 2025 Fund Class K6 n/a | — | — | — | $241K | 3.8% | |
| Fidelity Freedom 2040 Fund Class K6 n/a | — | — | — | $232K | 3.6% | |
| Fidelity Freedom 2015 Fund Class K6 n/a | — | — | — | $117K | 1.8% | |
| Lincoln Stable Value n/a | — | — | — | $85K | 1.3% | |
| Fidelity Blue Chip Growth K6 Fund n/a | — | — | — | $77K | 1.2% | |
| Fidelity Select Energy Portfolio n/a | — | — | — | $62K | 1.0% | |
| Fidelity Freedom 2020 Fund Class K6 n/a | — | — | — | $60K | 0.9% | |
| Fidelity Total Market Index Fund n/a | — | — | — | $49K | 0.8% | |
| Fidelity International Index Fund n/a | — | — | — | $49K | 0.8% | |
| Fidelity International Value Fund n/a | — | — | — | $46K | 0.7% | |
| Fidelity Emerging Markets Fund n/a | — | — | — | $36K | 0.6% | |
| BNY Mellon Dynamic Value Fund Class A n/a | — | — | — | $35K | 0.5% | |
| through April 2039. - | — | — | — | $22K | 0.3% | |
| Fidelity Corporate Bond Fund n/a | — | — | — | $8K | 0.1% | |
| Fidelity Total Bond K6 Fund n/a | — | — | — | $6K | <0.1% | |
| Fidelity Governmetn Income Fund n/a | — | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index Fund n/a | — | — | — | $4K | <0.1% | |
| Fidelity Global Equity Income Fund n/a | — | — | — | $3K | <0.1% | |
| Fidelity Mega Cap Stock Fund n/a | — | — | — | $2K | <0.1% | |
| Fidelity Governmetn Money Market Fund Class K6 n/a | — | — | — | $1K | <0.1% | |
| Fidelity Small Cap Index Fund n/a | — | — | — | $1K | <0.1% |
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