Original filing (PDF)20251015151301NAL0002646819001

ALOIA MANAGEMENT COMPANY

Name: ALOIA MANAGEMENT COMPANY — ALOIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALOIA MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

ALOIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALOIA MANAGEMENT COMPANY.

Plan sponsor

Name

ALOIA MANAGEMENT COMPANY

EIN

88-3031372

Address

12775 ROSEWOOD DRIVE · ST. JOHN, IN · 46373

Phone

(219) 712-3146

Industry

Professional & Technical Servicessee 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

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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