How big is Algoma Investment Group LLC's plan?

Algoma Investment Group LLC's plan reported $214K in assets and 10 participants for 2024.

Original filing (PDF)20250703082705NAL0000518017001

Algoma Investment Group LLC

Name: Algoma Investment Group LLC — B&R Sales and Leasing, Form 5500 (2024)
Creator: Algoma Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B&R Sales and Leasing 401(k) Plan

401(k) retirement plan · Algoma Investment Group LLC's B&R Sales and Leasing 401(k) Plan held $214K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Nick Rice signed Algoma Investment Group LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Algoma Investment Group LLC's EIN is 87-3309022.

EIN 87-3309022

Plan number 001

Plan year 2024

ACK ID 20250703082705NAL0000518017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Algoma Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Algoma Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALGOMA INVESTMENT GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score