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Original filing (PDF)20251010135149NAL0007809409001
ALTISOURCE PORTFOLIO SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
ALTISOURCE EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
441
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTISOURCE PORTFOLIO SOLUTIONS, INC..
Plan sponsor
Name
ALTISOURCE PORTFOLIO SOLUTIONS, INC.
EIN
05-0539094
Address
2002 SUMMIT BLVD. · ATLANTA, GA · 30319
Phone
(770) 612-7041
Industry
Admin Support & Waste Mgmtsee 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
ATLAS CPAS & ADVISORS, PLLC
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 | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARTHUR J GALLAGHER & CO | 36-4291971 | — | CONSULTANT | $32K | — |
Investments
34 direct securities · 1 pooled fund· $36.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$35.9M
34 holdings
Common Collective Trust
$666K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OMCJ VANG LIFEST GROWTH Mutual Fund | — | — | — | $4.3M | 11.7% | |
| OFMB TRP BLUE CHIP GRTH Mutual Fund | — | — | — | $4.1M | 11.2% | |
| 2328 FID 500 INDEX Mutual Fund | — | — | — | $3.7M | 10.0% | |
| OSHT VANG TARGET RET 2045 Mutual Fund | — | — | — | $3.0M | 8.1% | |
| OKKN VANG TARGET RET 2040 Mutual Fund | — | — | — | $2.5M | 6.8% | |
| OSHS VANG TARGET RET 2035 Mutual Fund | — | — | — | $2.4M | 6.5% | |
| OKKM VANG TARGET RET 2030 Mutual Fund | — | — | — | $2.1M | 5.7% | |
| OUBT AF BALANCED R6 Mutual Fund | — | — | — | $2.1M | 5.6% | |
| OEKG VANG TARGET RET 2055 Mutual Fund | — | — | — | $1.4M | 3.9% | |
| OSHR VANG TARGET RET 2025 Mutual Fund | — | — | — | $1.3M | 3.4% | |
| 1388 FID SMALL CAP GROWTH Mutual Fund | — | — | — | $1.2M | 3.3% | |
| OU1M J H ENTERPRISE N Mutual Fund | — | — | — | $1.2M | 3.2% | |
| OKKO VANG TARGET RET 2050 Mutual Fund | — | — | — | $929K | 2.5% | |
| OQFP VANG SM CAP IDX ADM Mutual Fund | — | — | — | $722K | 2.0% | |
| OQNE VANG MIDCAP IDX ADM Mutual Fund | — | — | — | $673K | 1.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $666K | 1.8% | |
| OUFP AF NEW WORLD R6 Mutual Fund | — | — | — | $491K | 1.3% | |
| OMAW DODGE & COX STOCK I Mutual Fund | — | — | — | $470K | 1.3% | |
| 0820 FID TOTAL BOND Mutual Fund | — | — | — | $443K | 1.2% | |
| OKKL VANG TARGET RET 2020 Mutual Fund | — | — | — | $430K | 1.2% | |
| OMCI VANG LIFEST CON GRTH Mutual Fund | — | — | — | $362K | 1.0% | |
| 0458 FID GOVT MMKT Money Market | — | — | — | $317K | 0.9% | |
| OYF6 VANG TARGET RET 2060 Mutual Fund | — | — | — | $262K | 0.7% | |
| OSHO VANG TARGET RET INC Mutual Fund | — | — | — | $248K | 0.7% | |
| OYVX DFA REAL EST SEC I Mutual Fund | — | — | — | $222K | 0.6% | |
| OS62 VANG DEV MKT IDX ADM Mutual Fund | — | — | — | $196K | 0.5% | |
| 1979 FID INTL GROWTH Mutual Fund | — | — | — | $173K | 0.5% | |
| OYVD FH IS HIGH YLD BD IS Mutual Fund | — | — | — | $157K | 0.4% | |
| OSR1 MFS MID CAP VALUE R6 Mutual Fund | — | — | — | $132K | 0.4% | |
| OUTW DFA INF PRT SEC PORT Mutual Fund | — | — | — | $120K | 0.3% | |
| OYX3 AS SPL SM CAP VAL IS Mutual Fund | — | — | — | $119K | 0.3% | |
| OVPF PGIM GLB TOT RTN R6 Mutual Fund | — | — | — | $70K | 0.2% | |
| OFVE VANGUARD INTL VALUE Mutual Fund | — | — | — | $61K | 0.2% | |
| OU41 MFS MA INV GR STK R6 Mutual Fund | — | — | — | $13K | <0.1% | |
| OI6Q VANG TARGET RET 2065 Mutual Fund | — | — | — | $5K | <0.1% |