Plan Snapshot
- Plan Sponsor: A.L.M. Holding Company
- Sponsor EIN: 200520252
- Sponsor Address: 920 10TH AVENUE, ONALASKA, WI, 54650
- Plan Type: 401(k)
- Total Participants: 866
- Total Assets: $327.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 866 | $327.7M | $13.5M | $8.3M |
| 2023 | 860 | $294.9M | $11.8M | $7.5M |
| 2022 | 839 | $251.9M | $10.9M | $6.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAWKINS ASH CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,232 | $20,979 | $600 | — | — |
| 2023 | $41,154 | $11,802 | — | — | — |
| 2022 | $90,057 | $2,814 | — | — | — |