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Original filing (PDF)20250606121900NAL0012649841001
ASSOCIATED LIGHTING REPRESENTATIVES, INC
Form 5500
FILING_RECEIVED
ASSOCIATED LIGHTING REPRESENTATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
155
Plan assets (EOY)
$92.0M
Net assets (EOY)
$92.0M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATED LIGHTING REPRESENTATIVES, INC.
Plan sponsor
Name
ASSOCIATED LIGHTING REPRESENTATIVES, INC
EIN
94-2176054
Address
7777 PARDEE LANE · OAKLAND, CA · 94621
Phone
(510) 638-3800
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-06
Pension benefit codes
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLOR WASHBURN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.