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Original filing (PDF)20250722131723NAL0002403665001
ALFWEAR, INC.
Form 5500
FILING_RECEIVED
KUHL RETIREMENT PLAN
401(k) retirement plan
Active participants
191
Accounts w/ balance
333
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
26 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 ALFWEAR, INC..
Plan sponsor
Name
ALFWEAR, INC.
EIN
87-0474045
Address
1635 SOUTH 5070 WEST SUITE C · SALT LAKE CITY, UT · 84104
Phone
(801) 349-2595
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITIONAL BROKER LLC | — | DRAPER, UT | BROKER/ADVISER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | OTHER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $242 | — |
Investments
16 direct securities · 11 pooled funds· $8.4M(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
$7.5M
11 holdings
Uncategorized
$967K
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.6M | 19.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.5M | 17.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.1M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.1M | 12.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $982K | 11.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $552K | 6.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $389K | 4.6% | |
| FIDELITY 500 INDEX | — | — | — | $309K | 3.7% | |
| PIMCO INCOME INSTL | — | — | — | $234K | 2.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $131K | 1.6% | |
| FIDELITY GLOBAL EX US INDEX | — | — | — | $97K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $83K | 1.0% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $75K | 0.9% | |
| FIDELITY MID CAP INDEX | — | — | — | $62K | 0.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $56K | 0.7% | |
| PUTNAM GLOBAL TECHNOLOGY R6 | — | — | — | $48K | 0.6% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $46K | 0.5% | |
| MFS RESEARCH INTERNATIONAL R6 | — | — | — | $30K | 0.4% | |
| AMERICAN CENTURY FOCUSED DYNAMIC GR R6 | — | — | — | $26K | 0.3% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | — | — | — | $10K | 0.1% | |
| INVESCO SMALL CAP VALUE R6 | — | — | — | $8K | <0.1% | |
| (ii) Guaranteed investment contract * EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $6K | <0.1% | |
| MFS MID CAP GROWTH R6 | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE MID-CAP VALUE I | — | — | — | $4K | <0.1% | |
| PGIM US REAL ESTATE R6 | — | — | — | $4K | <0.1% | |
| FIDELITY US BOND INDEX | — | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $0 | <0.1% |
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