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Original filing (PDF)20251010155939NAL0004393587001
ALOM TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
ALOM TECHNOLOGIES CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
214
Accounts w/ balance
264
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOM TECHNOLOGIES CORPORATION.
Plan sponsor
Name
ALOM TECHNOLOGIES CORPORATION
EIN
94-3272595
Address
48105 WARM SPRINGS BLVD · FREMONT, CA · 94539
Phone
(510) 360-3600
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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
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 | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $33K | — |
Investments
30 direct securities· $17.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund (1) | — | — | — | $3.9M | 22.7% | |
| Fidelity Small Cap Index Fund (1) | — | — | — | $1.1M | 6.2% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class (1) | — | — | — | $962K | 5.5% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class (1) | — | — | — | $874K | 5.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class (1) | — | — | — | $842K | 4.8% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class (1) | — | — | — | $795K | 4.6% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class (1) | — | — | — | $767K | 4.4% | |
| JPMorgan Large Cap Growth Fund Class R6 (1) | — | — | — | $757K | 4.3% | |
| MFS Mid Cap Value Fund Class R6 (1) | — | — | — | $734K | 4.2% | |
| Fidelity Mid Cap Index Fund (1) | — | — | — | $729K | 4.2% | |
| American Funds American Funds American Balanced Fund Class R-6 (1) | — | — | — | $647K | 3.7% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class (1) | — | — | — | $587K | 3.4% | |
| Franklin Templeton Franklin Small Cap Value Fund Class R6 (1) | — | — | — | $520K | 3.0% | |
| Fidelity U.S. Bond Index Fund (1) | — | — | — | $517K | 3.0% | |
| DFA Global DFA Global Equity Portfolio Institutional Class (1) | — | — | — | $464K | 2.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class (1) | — | — | — | $454K | 2.6% | |
| PIMCO Income Fund Institutional Class (1) | — | — | — | $306K | 1.8% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N (1) | — | — | — | $295K | 1.7% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class (1) | — | — | — | $292K | 1.7% | |
| Fidelity International Index Fund (1) | — | — | — | $262K | 1.5% | |
| Fidelity Government Money Market Fund Class K6 (1) | — | — | — | $259K | 1.5% | |
| DWS Group DWS RREEF Real Estate Securities Fund - Class Instl (1) | — | — | — | $240K | 1.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N (1) | — | — | — | $197K | 1.1% | |
| JPMorgan Equity Income Fund Class R6 (1) | — | — | — | $193K | 1.1% | |
| Fidelity Emerging Markets Fund (1) | — | — | — | $173K | 1.0% | |
| Fidelity U.S. Sustainability Index Fund (1) | — | — | — | $84K | 0.5% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class (1) | — | — | — | $71K | 0.4% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class (1) | — | — | — | $55K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class (1) | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class (1) | — | — | — | $2K | <0.1% |
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