# Aluma-Weld, INC. Dba Xpress Boats 401(k) Plan
Source: https://planprovider.pro/companies/aluma-weld-inc-dba-xpress-boats-710523960-001

> Aluma-Weld, INC. Dba Xpress Boats's 401(k) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aluma-Weld, INC. Dba Xpress Boats

- **Sponsor EIN:** 710523960

- **Sponsor Address:** 199 EXTRUSION PLACE, HOT SPRINGS, AR, 71901

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

- **Plan Number:** 001

- **Total Participants:** 278

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|278|$14.3M|$462,187|$756,505|

| 2023|299|$13.2M|$459,833|$725,991|

| 2022|327|$10.8M|$421,241|$699,332|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$26,495|—|$26,495|

| PRIME CAPITAL INVESTMENT ADVISORS L|Investment Advisor|$14,559|—|$14,559|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,054

- **Estimated Expense Ratio:** 0.287% of plan assets

### 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|$41,054|$14,559|—|—|—|

| 2023|$35,464|$13,338|—|—|—|

| 2022|$29,606|—|$29,606|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aluma-weld-inc-dba-xpress-boats-710523960-001)

© 2026 PlanProvider.Pro