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Original filing (PDF)20251013201542NAL0001921505001
ALANTE SECURITY GROUP, P.C.
Form 5500
FILING_RECEIVED
GOVERNMENT CONTRACTORS SAVINGS PLAN AND MASTER TE SECURITY GROUP, INC. PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
619
Accounts w/ balance
663
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALANTE SECURITY GROUP, P.C..
Plan sponsor
Name
ALANTE SECURITY GROUP, P.C.
EIN
11-3097920
Address
522 GRAND BLVD. · WESTBURY, NY · 11590
Phone
(516) 997-8118
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $20K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | CONTRACT ADMINISTRATOR | $12K | — |
Investments
17 direct securities · 13 pooled funds· $9.1M(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.
Common Collective Trust
$8.1M
13 holdings
Uncategorized
$945K
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.6M | 17.9% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 17.0% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 13.8% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $795K | 8.7% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $755K | 8.3% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $725K | 7.9% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $465K | 5.1% | |
| T. ROWE PRICE ASSOC, INC. T.ROWE PRICE BI CHIP GR 1 | — | — | — | $338K | 3.7% | |
| WESTERN ASSET MANAGEMENT CO WESTERN ASSER CR PLS BD IS FD 632 * Participant Loans Participant Loans | — | — | — | $337K | 3.7% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $333K | 3.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $277K | 3.0% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $158K | 1.7% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $123K | 1.3% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $60K | 0.7% | |
| CAPITAL RESEARCH AND MGMT CO. AMERICAN FUNDS AMERMUT R6 | — | — | — | $36K | 0.4% | |
| CAPITAL RESEARCH AND MGMT CO. AMERICAN FUNDS NEW PRSP R6 | — | — | — | $33K | 0.4% | |
| JP MORGAN INV MGMT INC JP MORGAN GOVT BOND R6 FUND 632 * BLACKROCK ADVISORS, LLC ISHARES S&P 500 INDEX K FUND | — | — | — | $28K | 0.3% | |
| BLACKROCK ADVISORS, LLC BLACKROCK HLTH SCI OPS K FD | — | — | — | $27K | 0.3% | |
| MFS INVESTMENT MGMT. MFS RESEARCH R6 FUND | — | — | — | $25K | 0.3% | |
| BLACKROCK ADVISORS, LLC BLACKROCK MD-CP GR EQ K FUND | — | — | — | $24K | 0.3% | |
| FEDERATED INVESTMENT MGMT FED HRMES KAUFMANN SM CP R6 | — | — | — | $22K | 0.2% | |
| NEUBERGER BERMAN MGMT. NEUB BERMAN REAL ESTATE R6 | — | — | — | $15K | 0.2% | |
| JANUS HENDERSON JANUS HENDERSON BAL N FUND | — | — | — | $13K | 0.1% | |
| PIMCO COMMPLUS STRAT INST FD | — | — | — | $11K | 0.1% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $11K | 0.1% | |
| INVESCO INV GLOBAL R6 FUND | — | — | — | $9K | <0.1% | |
| HARBOR CAPITAL ADVISORS HARBOR SM CAP VALUE RET FUND | — | — | — | $8K | <0.1% | |
| TEMPLETON ASSET MANAGEMENT TEMPLETON GLBL TOTAL RET R6 596 * HARTFORD MUTUAL FUNDS HARTFORD BAL INCOME R6 | — | — | — | $7K | <0.1% | |
| CAPITAL RESEARCH AND MGMT CO. AM FD INTL GROWTH & INC R6 | — | — | — | $7K | <0.1% | |
| VIRTUS INVESTMENT ADVISERS VIRTUS CER M C VAL EQ R6 | — | — | — | $6K | <0.1% |