# Aluma-Form, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aluma-form-inc-401k-plan

> Aluma-Form, INC.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aluma-Form, INC.

- **Sponsor EIN:** 620649170

- **Sponsor Address:** 3625 OLD GETWELL RD., MEMPHIS, TN, 38118

- **Plan Type:** 401(k)

- **Total Participants:** 312

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|312|$10.8M|$188,077|$625,174|

| 2023|136|$9.8M|$158,051|$619,231|

| 2022|385|$8.2M|$182,947|$497,226|

## 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|

| KEITER STEPHENS|Auditor|—|—|$0|

## 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|$42,462|$17,581|—|—|—|

| 2023|$36,442|—|—|—|—|

| 2022|$37,300|—|—|—|$37,300|

## Similar Plans

- [Hti Technology & Industries, INC.](https://planprovider.pro/companies/hti-technology-industries-inc-401k-plan) — 118 participants

- [Ken Garner Manufacturing, INC](https://planprovider.pro/companies/ken-garner-manufacturing-inc-401k-plan) — 116 participants

- [Plastic Omnium Lighting Systems INC.](https://planprovider.pro/companies/plastic-omnium-lighting-systems-inc-401k-plan) — 90 participants

- [Steff'S Company, INC](https://planprovider.pro/companies/steff-s-company-inc-plan) — 44 participants

- [Star Manufacturing International, INC.](https://planprovider.pro/companies/star-manufacturing-international-inc-plan) — 33 participants

- [Electric Research And Manufacturing Cooperative, INC.](https://planprovider.pro/companies/electric-research-and-manufacturing-cooperative-inc-plan) — 1,968 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aluma-form-inc-401k-plan)

© 2026 PlanProvider.Pro